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
29:41On-Demand: 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: 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
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
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.
11:50Envestnet | Yodlee FinApps
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.
2:13Financial 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
58:56On-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.
6:22Envestnet Intelligence
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.
34:20On-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
2:58Envestnet | Yodlee Data Processing
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.
2:12Envestnet | Yodlee Financial Data Aggregation