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Investment management firms are in a constant search for data analytics and intelligent analytics tools tailored to give them a competitive advantage in the markets. These analytics and tools need to be relevant and timely as well as integrate quickly and efficiently with the entire investment management process. With strategic tools that leverage timely and accurate consumer spending trends data, firms can identify market trends early, make informed decisions on where to invest, act on new opportunities, and outsmart the competition. Watch our on-webinar to get a closer look at data-driven tools built for investment managers and learn more about key use cases for the data analytics available. Watch the on-webinar to:
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Other content in this Stream
29:31On-Demand Webinar: Breakthroughs in Wealth Management: Tools That Streamline ACATS Process and Increase Visibility into Crypto Accounts
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.
33:52On-Demand Webinar: Moving Down the PNL - Navigating Consumer Spending and Wage Inflation Using Complementary Payroll Data
Rising inflation, labor shortages, and concerns over consumer spending growth are critical factors impacting both business decision-makers and investors in 2022.
58:22On-Demand Webinar: What's Ahead for U.S. Open Banking: How Community Banks and Credit Unions Can Prepare
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.
Three Trends Transforming Financial Services in 2022
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.
59:23On-Demand Webinar: Transforming Finance Through Open Banking APIs
Listen as our speakers discuss flexibility and easy integration of APIs are fueling the growth of embedded finance and digital banking.
Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent
The time is ripe for talented developers to create new wealth management solutions. Companies like yours partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.
1:00:21On-Demand Webinar: Are You Ready for the Next Generation of FinTech Solutions?
Watch our on-demand webinar to hear more about the newest fintech-powered solutions, propelled by consumer demand.
43:59On-Demand Webinar: Intelligent Data and Insights: The Foundation of Financial Management and Investing Success
In this on-demand webinar, you'll find out from wealth management research experts on how to harness and apply data and data science to improve investment decisions.
Open Banking: A New Frontier
Open banking is broadly seen as a net benefit for consumers, but financial institutions stand to gain as well.
1:00:50On-Demand Webinar: Open Banking in the U.S.: A Catalyst for Innovation
Join our webinar to discuss the transition to open banking in the U.S. and the path ahead. Learn more about consumer-first financial data-sharing principles like direct user consent.
31:45On-Demand Webinar: Developer 101: Tour the New Yodlee Dev Portal and Get Tips and Tools for Connecting to Financial Data
Whether you’re a new or experienced developer, watch our on-demand webinar where you’ll discover how to make the most of our tools plus get a close look at upcoming features on our product roadmap.
50:44On-Demand Webinar: Choosing an Account Validation Solution That Meets Nacha's New Rule: Discussion with Nacha Expert
Watch our on-demand webinar to find out more about the requirements and learn how to find the right account validation solution for your specific needs.
1:01:15On-Demand Webinar: Digitizing Your Wealth Advice and Services to Increase Client Engagement Post-COVID
Watch our on-demand webinar to hear our speakers discuss how these changing expectations and requirements for digital can increase opportunities for wealth advisors and firms that are ready.
51:57On-Demand Webinar: Tips & Tricks for Moving from Sandbox to Launch
Watch our on-demand webinar and see us walk through key aspects of moving from Sandbox to Launch and beyond, including authentication methods and managing your users.
Banks and FinTechs must seek a company that offers trusted and secure access to financial data, provides comprehensive access to quality data at scale, and produces actionable intelligence.
3:45Envestnet | Yodlee Brings It All Together
Truly innovative digital finances are driven by the most comprehensive & accurate data + intelligence. Envestnet | Yodlee Brings it All Together.
1:38Data Analytics Overview
Consumer spending data analytics from Envestnet l Yodlee can provide near real-time insights into key performance indicators like revenue, retention and loyalty, and customer churn across U.S. brands.
1:28Sharpen investment strategy with aggregated, pre-packaged spending data analytics providing clean, accurate and ready to use KPIs.