On-Demand Webinar: Getting Started with the Envestnet | Yodlee
Watch this webinar for a demo of the Envestnet | Yodlee Developer Portal where you’ll learn how to make the most of our sandbox, development, and production environments!
With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.
Our CEO Anil Arora spoke on a “Wake Up with the CEOs” panel at Money20/20. Find out what he and other leaders had to say about the industry and its future.
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.
Financial Data Aggregation - Asset Strategy Advisors
“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick
On-Demand Webinar: Making the Most of PSD2 and Open Banking
We discussed how PSD2 is revolutionizing the financial services industry in the UK and beyond, and how to position your firm to comply with the regulations while taking advantage of the opportunities.
Watch this video to learn about Envestnet Intelligence for Financial Institutions, a new omni-channel intelligence tool that leverages AI, natural language processing, and a data analytics engine.
On-Demand Webinar: Streamlining the Asset Transfer Experience
We discussed and demoed how to use data aggregation technology to quickly gather the necessary account profile information, verify eligibility, and eliminate data errors that cause lengthy delays
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.
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.
The Envestnet | Yodlee Net Worth FinApp reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.
As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.
By applying machine learning AI techniques and data analytics to historical transactions, the Envestnet | Yodlee OK to Spend FinApp provides an easy way to forecast monthly expenses and balances.
With the Envestnet | Yodlee Investment Holdings FinApp, 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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