Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation. With a holistic view of his clients’ finances in one place, he could provide more actionable advice.
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service...
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Open Banking: This developing ecosystem of new and improved data access methods between financial institutions, application providers, and consumers offers numerous benefits for those who are ready.
Join this VB Live event to learn how to leverage fraud safety measures into consumer satisfaction and where to find the best sources of fraud intelligence.
Nacha is introducing a new fraud detection standard for WEB-based debits. Beginning March 19, 2021, financial institutions will be required to implement an account validation solution.
Learn more about Open Banking in the United States, and how this shift will change the way millions of consumers interact with financial services and personal financial wellness providers.
Watch our on-demand webinar to learn how account validation works to protect ACH transactions, and why some account validation tools perform better than others.
December 7-9 in Austin, Texas
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.
Find out how Envestnet | Yodlee's Account Verification complies with Nacha's new regulations to provide secure payment channels for consumers and financial service providers
October 25-28, 2020 in Las Vegas, Nevada
As the market leader in financial data aggregation, Envestnet | Yodlee can help you quickly develop hyper-personalized digital experiences using our intelligent APIs and data.
This eBook will explore the top data-driven use cases where FinTech firms have major opportunities to make their mark, and highlight firms disrupting in these spaces with Envestnet | Yodlee.
Not a coder? This eBook explains everything you need to know about the Envestnet | Yodlee API without all the coder language.
Data Analytics can be a valuable asset to wealth managers and financial institutions alike when looking to discover the deep levels of business intelligence.