With the Envestnet | Yodlee Expense and Income Analysis FinApp, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.
Other content in this Stream
48:36On-Demand Webinar: Financial Health: From Buzzword to Business Model
In this webinar, we take an in-depth look at the data and insights that reveal a significant gap between awareness of the importance of financial health and actions taken to improve it.
58:43On-Demand Webinar: Customer Consent in an Open Banking World
Hosted by Fintech Futures, our panel of Open Banking experts equip you with the knowledge you need to be prepared for the privacy and security challenges involved with sharing consumer data.
46:44On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology
Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.
25:40On-Demand Webinar: Best Practices for RESTful API Design
Peter van der Linden explains the best practices when it comes to RESTful API design. By the end, you’ll understand some of the key aspects of API design and how to get the most out of your API!
59:10On-Demand Webinar: Driving Financial Wellness with Conversational AI
In this webinar hosted by FST Media, we discuss how AI banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial institutions.
59:50On-Demand Webinar: Secrets of FinTech Startup Success: A Formula for Disruption
Watch this webinar for a panel discussion of industry experts that will cover a range of topics, from getting started building your team, to the importance of finding an impactful mentor, and more!
33:57On-Demand Webinar: Getting Started with the Envestnet | Yodlee API- for non-coders!
Not a coder? This webinar explains everything you need to know about the Envestnet | Yodlee APIs without all the coder language.
48:43On-Demand Webinar: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee
In the webinar, Veryfi discussed how they rapidly built, launched, and scaled for success, and how you can do the same by partnering with Envestnet | Yodlee.
29:41On-Demand Webinar: Inspiring Financial Wellness in the UK with Conversational AI
Watch this webinar to learn how, by creating more financially healthy customers, conversational AI can increase customer satisfaction and loyalty and drive growth.
3:25Envestnet | Yodlee Account Verification
Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.
57:18On-Demand Webinar: Building a More Customer-Centric Banking Experience
In this webinar hosted by Fintech Futures, we discuss how AI banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial institutions.
2:36Financial Advisor Aggregation Testimonial
Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.
32:06On-Demand Webinar: Delivering a Customer-Centric Banking Experience with Conversational AI
Watch this webinar to learn how Envestnet | Yodlee Conversational AI can help you create more financially healthy customers and increase customer engagement, loyalty and profitability!
47:55On-Demand Webinar: Getting Started with the Envestnet | Yodlee API
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!
38:56On-Demand Webinar: Optimizing Customer Engagement with Financial Wellness Insights
Learn how you can use the data gleaned from financial wellness tools to keep digital banking customers interested and engaged!
59:41On-Demand Webinar: Building a More Customer-Centric Banking Experience
Watch this on-demand webinar to learn how to be more competitive and profitable in the age of customer-centric banking!
2:49Envestnet | Yodlee Financial Wellness Solutions
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.
19:59On-Demand Webinar: Elevating the Fintech Developer Experience
Watch this webinar to learn how you to build, test, launch, and scale your solutions faster than ever!
53:51Wake Up with the CEOs @ Money20/20 2018