By comparing their financial data to their peers with similar income and geographic locations, Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity for consumers and financial advisors. For financial advisors, this continuously expanding collection of peer benchmarking data can optimize financial planning and drive specialized consumer offerings to increase engagement and wallet-share. For consumers, the comparison data can be a powerful motivator for taking actions that propel end-users forward on their financial wellness journey.
With Envestnet | Yodlee Personalized Views, you can create a compelling, hyper-personalized digital experie...
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Demo at FinovateFall 2021
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As consumers receive personalized experiences with services like Netflix, they yearn for similar, simpler interactions in their financial lives.
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You can engage, serve, and retain today’s consumers with the ability to apply Financial Insights APIs and build, implement, and scale the hyper-personalized financial wellness experiences.
With Envestnet | Yodlee Personalized Views, you can create a compelling, hyper-personalized digital experience empowering consumers’ day-to-day financial management.
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Insights Solutions empower financial service providers to deliver the innovative, hyper-personalized banking services that consumers demand.
Watch our demo at FinovateFall to see how Insights Solutions enable FSPs to build and scale hyper-personalized financial wellness experiences consumers expect.