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. With a holistic view of his clients’ finances in one place, he could provide more actionable advice.
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Sharpen investment strategy with aggregated, pre-packaged spending data analytics providing clean, accurate and ready to use KPIs.
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Truly innovative digital finances are driven by the most comprehensive & accurate data + intelligence. Envestnet | Yodlee Brings it All Together.
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.
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.
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.
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.
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.
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.
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.
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.
Watch our on-demand webinar for deep dive of the developer experience, where we review code for implementing FastLink.
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.
Watch our on-demand webinar as our panelists review current AU economic trends and market data that sheds light on consumers’ situations.
Watch our on-demand webinar and see how you can integrate tools like peer benchmarking into your digital experience.
Watch our demo at FinovateFall to see how Insights Solutions enable FSPs to build and scale hyper-personalized financial wellness experiences consumers expect.
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.