Envestnet | Yodlee provides a flexible platform with a suite of applications and APIs to help you gain a holistic picture of your clients’ assets and simplify asset transfers so you can deliver better financial advice, offer best-in-class financial management tools, and guide more clients to financial wellness.
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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.
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.
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.
Watch our on-demand webinar to see how open finance and access to alternative data can revolutionize customer experiences related to insurance, utilities, and telecommunications, and other industries.
The open banking ecosystem of new and improved data access methods between financial institutions, data aggregators, application providers, and consumers offers powerful benefits.
Watch our on-demand webinar to see how embedded finance and aggregated data simplify the DevX experience and make it possible to launch a FinTech app in as little as 3 weeks.
August 17-19, 2021
In this informative session, we’ll highlight the latest advancements from Envestnet | Yodlee that transform partial security data into clear and complete investment data output.
Hear from guest speaker Tiffani Montez as she shares key takeaways from recent research and interviews with industry thought leaders on digital banking engagement.
Watch our on-demand webinar to learn how the new open banking movement is fueling digital experiences that result in better financial outcomes for consumers.
August 23-26, 2021
Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.
September 13 - 15, 2021
Open banking initiatives are live, in progress, or under consideration in most major economies around the globe.
Watch this video to gain a deeper understanding of how Envestnet | Yodlee, a leading platform provider, facilitates the data aggregation process—from acquisition to delivery.
October 24 - 27, 2021
Watch our on-demand webinar to discover how you can integrate with open banking enabled providers through Envestnet | Yodlee FastLink.
During this informational on-demand webinar Amy Morris, Senior Director of ACH Network Rules at Nacha, joined us and helped answer questions about the new Nacha rule.