• Future of Open Banking Panel - FinTech Summit 2021

    Future of Open Banking Panel - FinTech Summit 2021

    25 min discussion pannel on the topic of Open Banking including SMEs across multiple companies in AU Region.

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  • Envestnet | Yodlee Brings It All Together3:45

    Envestnet | Yodlee Brings It All Together

    Truly innovative digital finances are driven by the most comprehensive & accurate data + intelligence. Envestnet | Yodlee Brings it All Together.

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  • Morgans Financial Limited: Bank to the Future

    Morgans Financial Limited: Bank to the Future

    Morgans Financial Limited: Bank to the Future

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  • Account Verification3:25

    Account Verification

    Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

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  • Australia Open Banking2:08

    Australia Open Banking

    With over 20 years of experience in financial data aggregation, Envestnet | Yodlee is uniquely prepared to help integrate open banking into your business.

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  • Data Processing2:58

    Data Processing

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  • Financial Data Aggregation2:12

    Financial Data Aggregation

    Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.

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  • Transaction Data Enrichment1:46

    Transaction Data Enrichment

    Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.

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  • Financial Data Platform3:10

    Financial Data Platform

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  • FinApp Series11:50

    FinApp Series

    Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

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  • Account Summary FinApp0:45

    Account Summary FinApp

    Envestnet | Yodlee Account Summary provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.

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  • Save for a Goal FinApp0:49

    Save for a Goal FinApp

    Envestnet | Yodlee Save For a Goal, part of our FinApp series, tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

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  • Budgets FinApp0:47

    Budgets FinApp

    Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.

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  • OK to Spend FinApp0:56

    OK to Spend FinApp

    By applying machine learning AI techniques and data analytics to historical transactions, Envestnet | Yodlee OK to Spend provides an easy way to forecast monthly expenses and balances.

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  • AI FinCheck FinApp1:04

    AI FinCheck FinApp

    As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

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  • Investment Holdings FinApp0:56

    Investment Holdings FinApp

    With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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  • Cash Flow Analysis FinApp0:50

    Cash Flow Analysis FinApp

    By showing consumers where they stand across all their accounts, Envestnet | Yodlee Cash Flow Analysis helps consumers make sound financial decisions and improve their financial wellness.

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  • Expense and Income Analysis FinApp0:50

    Expense and Income Analysis FinApp

    With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

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  • Transactions FinApp0:49

    Transactions FinApp

    Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

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  • FastLink1:01


    Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.

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