eBooks
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3 Keys to Identifying the Right Data Aggregation and Intelligence Provider
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.
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9 Ways a Financial Data Aggregator Can Help You Build Quickly and Accelerate Growth
In order to build amazing FinTech apps and services, you need access to rich financial data. To gain access to that data, you need a financial data aggregation partner.
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Data Intelligence Fuels Financial Wellness
FSPs have a tremendous opportunity to partner with consumers and provide financial education, advice, and realistic goal-based solutions for achieving financial wellness.
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8 Strategies to Support Your Customer as We Navigate a New Normal
Discover which strategies your organization should be leveraging in order to provide the digital financial solutions your customers need.
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Delivering Transaction Clarity
Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.
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Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders
Not a coder? This eBook explains everything you need to know about the Envestnet | Yodlee API without all the coder language.
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Preparing Financial Service Providers for the Bot Revolution
With the ability to deliver individualized guidance, sales support, customer service, and other commerce-related functions, chatbots are completely changing how consumers interact with their brands.
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The Power of Personalization
Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings.
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Using AI to Improve Financial Health eBook
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.
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