eBooks

  • 3 Keys to Identifying the Right Data Aggregation and Intelligence Provider

    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

    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

    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

    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

    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

    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

    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

    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

    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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