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.
In this short video, we demonstrate the new AI Fincheck FinApp which is now a part of the Envestnet | Yodlee Financial Wellness Solution as of June 6, 2018.
The Envestnet | Yodlee Financial Wellness Solution powered by data intelligence provides engaging personal financial experiences with actionable insights for consumers and financial institutions.
Aggregation Digital Money Management for European Financial Institutions Whitepaper
An entire class of aggregation-based online services known as Digital Money Management, or DMM, exists to help consumers organize, navigate and manage their financial lives.
The Importance of Personal Financial Management for Customer Engagement
Personal Financial Management (PFM) offers a low-cost online channel that allows financial institutions to engage with their customers in the way today’s customers prefer.
Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.
Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper
To crack the code on the marketing potential of mass personalization, the ideal starting point is to enhance data contained within a bank’s own core systems.
Creating Customer Value Through Open API Initiatives
As consumer use of financial technology services continues to increase, and as countries develop increasingly real-time payment schemes, banks can provide new services with new revenue streams.
The Banking Revolution - Innovate at the Speed of Technology Whitepaper
Fintech entrepreneurs have launched new ventures in everything from peer-to-peer lending to crowd funding and from micro-payments to automated wealth management.
How Retail Banks Can Leverage Financial Data Insights Whitepaper
With major demographic and technological trends converging and impacting the financial services marketplace, financial institutions need to drive customer engagement.
Preparing Financial Service Providers for the Bot Revolution eBook
With the ability to deliver individualized guidance, sales support, customer service, and other commerce-related functions, chatbots are completely changing how consumers interact with their brands.
By leveraging enriched data and artificial intelligence, our Financial Wellness Solution helps financial institutions and fintech developers provide actionable financial guidance to their customers.
Most financial institutions have access to reams of customer data. Learn how financial institutions can gain from leveraging their data, the barriers to successful usage.
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