Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings. We will focus on ways to overcome these challenges.
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Harnessing the True Power of Data
Most financial institutions have access to reams of customer data. Learn how financial institutions can gai...
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Using Transaction Data to Increase Customer Engagement
Which can provide the simple and accurate account and transaction data financial institutions need to under...
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.
Using natural language processing specifically tailored to FSPs, Envestnet |
Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.
On-Demand Webinar: Building Effective Financial Education
Watch this webinar, to learn how unique and educational resources, digital tools, and interactive coaching can help consumers improve their financial wellness.
Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.
As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
By applying machine learning AI techniques and data analytics to historical transactions, the Envestnet | Yodlee OK to Spend FinApp provides an easy way to forecast monthly expenses and balances.
The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.
The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.
By showing consumers where they stand across all their accounts, the Envestnet | Yodlee Cash Flow Analysis FinApp helps consumers make sound financial decisions and improve their financial wellness.
With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.
Envestnet | Yodlee Expense and Income Analysis FinApp
With the Envestnet | Yodlee Expense and Income Analysis FinApp, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.
The Envestnet | Yodlee Transactions FinApp provides consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.
The Envestnet | Yodlee Account Summary FinApp provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.
On-Demand Webinar: How Much is Financial Wellness Worth to Customers?
Targeted toward fintech innovators and financial institutions, this webinar discusses what consumers are asking for in their financial wellness tools, including AI and virtual couches.
This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.
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