Leveraging the Aggregator Switch Kit powered by the FinGoal Insights Platform, developers can switch to Yodlee’s data aggregation in a matter of minutes with no disruption to current users.
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The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.
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The Envestnet SMB Portal’s Admin View helps identify opportunities for proactive, strategic outreach–sales opportunities, financial wellness, business guidance–and is designed to drive value for SMBs.
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Financial Service Providers can gain an advantage by growing deposits and enabling consumers to set and achieve savings goals with automated goal-based saving technology. consumers to set and achieve
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Drive Small and Mid-Sized Businesses (SMB) strategy through a scalable white labeled solution that integrates data from the critical applications SMBs use to run their business.
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Envestnet® | Yodlee® offers extensive data connectivity for a range of use cases fueled by bank, credit card, investment, loans, and other account types.
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Learn how Envestnet Data & Analytics can help support your business with data connectivity, analytics and intelligence, and experiences to support an Intelligent Financial Life for your customers.
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Watch our on-demand webinar to see how you can use Quickstart to easily leverage our account aggregation product!
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In our on-demand webinar, we demonstrate how the Envestnet SMB Portal brings data and analytics together, for a holistic understanding of your SMB clients’ financial positions.
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In this on-demand webinar, learn from banking experts on how to broaden your financial services for a SMB client base.
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Watch our on-demand webinar to learn how the right technology can help protect ACH transactions to reduce the possibility of fraud.
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Watch our on-demand webinar to get a closer look at data-driven tools that can increase business insights and help you develop your competitive edge.
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Watch our on-demand webinar where we discuss how you can use de-identified customer data to enable more integrated, personal experiences.
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Watch our on-webinar to discuss and learn about strategies and tools top advisors are using to optimize client experiences, free up their time, and keep their practices moving forward.
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Watch our on-demand webinar to explore how tools like ACATS streamlines advisor workflows by aggregating and verifying account information to accelerate the asset transfer process while reducing risk.
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Rising inflation, labor shortages, and concerns over consumer spending growth are critical factors impacting both business decision-makers and investors in 2022.
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Watch our on-demand webinar to hear industry thought leaders discuss how open banking could change business in 2022, and what’s needed to participate in this new ecosystem.
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FinTech and financial service innovations grew at an unprecedented rate last year, with the rise of neobanks, the acceleration of digital banking, the explosion of bank-FinTech partnerships.
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