Data Analytics: Aggregated Spending Analytics
Sharpen investment strategy with aggregated, pre-packaged spending data analytics providing clean, accurate and ready to use KPIs.
Data Analytics: Market Research Shopping Insights
Make strategic decisions that optimize customer lifetime value with visibility into total spend, share of spend and brand affinity.
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.
On-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.
On-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.
On-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.
Data 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.
Automated Support Resolution Engine
On-Demand Webinar: Accelerating FinTech Development with Embedded Finance
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.
On-Demand Webinar: Unlocking Wealth Management Opportunities with Next-Gen Tech and Tools
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.
On-Demand Webinar: How the U.S. Open Banking System is Driving Huge Innovation
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.
Open Banking Introduction
Envestnet | Yodlee is uniquely prepared to integrate open banking into our solutions.
Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
On-Demand Webinar: FastLink 4.0: Simplifying the Developer Workflow for Account Linking
Watch our on-demand webinar for deep dive of the developer experience, where we review code for implementing FastLink.
On-Demand Webinar: Accelerating Your Move to Account Validation to Meet Nacha's Deadline
Watch our on-demand webinar as we demonstrate how you can fast-track your move to a Nacha-approved account validation solution by Nacha’s deadline.
On-Demand Webinar: How to Engage the Financially Fearful
Watch our on-demand webinar as our panelists review current AU economic trends and market data that sheds light on consumers’ situations.
On-Demand Webinar: Delivering Digital Experiences that Matter with Personalized Insights
Watch our on-demand webinar and see how you can integrate tools like peer benchmarking into your digital experience.
Demo at FinovateFall Digital 2020
Watch our demo at FinovateFall to see how Insights Solutions enable FSPs to build and scale hyper-personalized financial wellness experiences consumers expect.
On-Demand Webinar: Conversational AI: The Natural Evolution of Digital Banking
Watch our on-demand webinar and hear from Abe.ai, the engine powering Envestnet I Yodlee’s Conversational Artificial Intelligence (AI) solutions.
Insights Solutions empower financial service providers to deliver the innovative, hyper-personalized banking services that consumers demand.