The Digital Revolution in Wealth Management is Here. Prepared?

May 9, 2017

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Working seamlessly with financial institutions’ existing technology, the Envestnet | Yodlee Wealth Management solution enables financial institutions to better serve digitally savvy and self-directed investors, while unlocking new and existing revenue streams and increasing customer loyalty.

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This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.

The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

The emergence of new and disruptive financial technology is fueling the need for innovation by traditional financial institutions.

The time is ripe for talented developers to create new wealth management solutions. Companies like yours partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.

Wealth management firms need to improve the scalability of their IT systems, build the capability to process diverse sources of data, and integrate disparate solutions.

In a seismic shift that is both technologically- and generationally-driven, digitally-savvy investors are increasingly demanding the ability to manage personal investment assets.

To catch up with the technologically savvy startups, financial institutions need to embrace data analytics and technology to interact with.

The digital revolution that is sweeping nearly every industry is now firmly ensconced in the wealth management space.

A recent webinar, hosted by American Banker and sponsored by Envestnet | Yodlee, examined the trends and opportunities driving financial institutions to compete in the wealth management.

In this webinar we explored how consumers are embracing digital banking, and also discussed the limitations of banks’ current digital strategies and how they can evolve to achieve greater growth.

In this webinar, we explored how Gen X and Y differ from each other, and how financial institutions should consider their current offerings based on both generation's unique needs.

In this eBook, we’ll examine four major wealth management trends and opportunities to sharpen your competitive edge and create a more personalized and meaningful wealth management experience.

Envestnet | Yodlee Wealth Management is a suite of tools and enhanced wealth data that transforms how financial institutions interact with self-directed investors.

With Envestnet | Yodlee’s Account Aggregation, you can gain a complete view of your investor’s entire financial profile in order to deliver informed investment advice that’s in their best interest.

With Envestnet | Yodlee’s Investment Options Service, you can gain an understanding of your investors’ 401(k) plans, and the investment options available to them.

The Envestnet | Yodlee integration with the Salesforce Financial Services Cloud provides advisors a single, comprehensive view of the data they need to build deeper one-to-one client relationships.

Enrich your investment advice and reporting with asset classification, and risk and reward data with Envestnet | Yodlee’s Asset Classification Service.

Envestnet | Yodlee’s Reconciliation Service leverages the most accurate and complete investment data for both managed, and non-managed accounts for use in your investor consultations.

By leveraging the Envestnet | Yodlee Aggregation API, the company enabled their premium clients to aggregate all of their financial accounts.