Consumers today want financial insights, recommendations, and experiences tailored specifically for their unique situations. With Envestnet | Yodlee Personalized Views, you can create a compelling, hyper-personalized digital experience empowering consumers’ day-to-day financial management. Apply, implement, and scale our flexible APIs to address common financial pain points. Our solution allows you to deliver preconfigured insights and experiences or let users create their own around the topics that matter to them, like subscriptions, home maintenance, education, and more.
You can engage, serve, and retain today’s consumers with the ability to apply Financial Insights APIs and b...
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Demo at FinovateFall 2021
Watch our on-demand webinar and see how you can integrate tools like peer benchmarking into your digital experience.
As consumers receive personalized experiences with services like Netflix, they yearn for similar, simpler interactions in their financial lives.
Download our eBook to learn the five reasons to hyper-personalize your digital financial experiences for your customers.
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.
Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity for consumers and financial advisors.
Uncover financial insights around consumer spending, savings, budgeting, income, subscriptions, and more with the Envestnet | Yodlee Insights Library.
Retain and grow your deposits while enabling consumers to set and achieve savings goals with automated, goals-based saving technology.
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.