Retail Banking/Financial Wellness

  • 5 Ways FinTechs are Using Financial Data to Power Innovation

    5 Ways FinTechs are Using Financial Data to Power Innovation

    This eBook will explore the top data-driven use cases where FinTech firms have major opportunities to make their mark, and highlight firms disrupting in these spaces with Envestnet | Yodlee.

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  • Financial Insights API

    Financial Insights API

    The Envestnet | Yodlee Financial Insights API enables financial institutions or FinTech developers to easily build hyper-personalized financial apps.

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  • 10 Ways a Financial Data Aggregator Can Help You Build Quickly and Accelerate Growth

    10 Ways a Financial Data Aggregator Can Help You Build Quickly and Accelerate Growth

    As the market leader in financial data aggregation, Envestnet | Yodlee can help you quickly develop hyper-personalized digital experiences using our intelligent APIs and data.

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  • On-Demand Webinar: The Open Banking Experience: Getting on Track1:04:44

    On-Demand Webinar: The Open Banking Experience: Getting on Track

    Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.

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  • Betterfin

    Betterfin

    Betterfin uses the real-time data accessed through the Envestnet | Yodlee API to connect small business owners to the capital they need to succeed.

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  • Rocket Dollar

    Rocket Dollar

    Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.

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  • On-Demand Webinar: Why Financial Services Companies Need to Invest in Voice and Chat1:01:13

    On-Demand Webinar: Why Financial Services Companies Need to Invest in Voice and Chat

    Listen to our on-demand webinar on voice and chat technologies and find out how they can be effectively utilized to create a more engaging and meaningful customer experience.

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  • Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders

    Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders

    Not a coder? This eBook explains everything you need to know about the Envestnet | Yodlee API without all the coder language.

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  • Status Money

    Status Money

    Using the Envestnet | Yodlee Financial Platform API, Status Money enables consumers to track their finances and compare them to their peers, national averages, and custom groups.

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  • Account Aggregation API

    Account Aggregation API

    Get user-permissioned, secure access to financial account and transactional data from users’ checking, savings, investments, loans, rewards, and other financial accounts for disruptive digital apps.

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  • Developer Experience

    Developer Experience

    Our developer experience, anchored by our world-class data coverage from over 20,000 global data sources, allows developers to easily integrate, build, launch, and scale powerful solutions.

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  • The Next Generation of Conversational Banking

    The Next Generation of Conversational Banking

    With Envestnet | Yodlee Conversational AI, financial service providers can interact with consumers on any device, using natural language processing across all major conversational ecosystems.

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  • The Quest for Enriched Data

    The Quest for Enriched Data

    Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.

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  • Domuso

    Domuso

    For their certified online payments solution, Domuso uses the Envestnet | Yodlee Financial Data API to verify account data and certify funds digitally.

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  • Account Verification API

    Account Verification API

    Get access to key details from bank accounts in Internet time to provide a killer UX experience while reducing risk of fraud and NSF or non-payment.

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  • Account Aggregation API

    Account Aggregation API

    Get user-permissioned, secure access to financial account and transactional data from users’ checking, savings, investments, loans, rewards, and other financial accounts for disruptive digital apps.

    Read Flipbook
  • Golden

    Golden

    Find out how Golden uses the Envestnet | Yodlee Platform API to provide the tools and resources needed for improving senior citizens’ financial health.

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  • On-Demand Webinar: Delivering a Customer-Centric Banking Experience with Conversational AI32:06

    On-Demand Webinar: Delivering a Customer-Centric Banking Experience with Conversational AI

    Watch this webinar to learn how Envestnet | Yodlee Conversational AI can help you create more financially healthy customers and increase customer engagement, loyalty and profitability!

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  • On-Demand Webinar: Building a More Customer-Centric Banking Experience59:41

    On-Demand Webinar: Building a More Customer-Centric Banking Experience

    Watch this on-demand webinar to learn how to be more competitive and profitable in the age of customer-centric banking!

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  • Envestnet | Yodlee Financial Wellness Solutions2:49

    Envestnet | Yodlee Financial Wellness Solutions

    With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

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