Insights Solutions: Personalized Views

August 25, 2020

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.

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Insights Solutions
Insights Solutions

You can engage, serve, and retain today’s consumers with the ability to apply Financial Insights APIs and b...

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Insights Solutions: Peer Benchmarking
Insights Solutions: Peer Benchmarking

Envestnet | Yodlee Peer Benchmarking can provide much-needed context and clarity for consumers and financia...