Home » Wealth Management » The Digital Revolution in Wealth Management is Here. Prepared?

× Share this Presentation

Facebook
Twitter
Email
LinkedIn

You’re seconds away from accessing this content

First Name

Last Name

Company Name

Country

Phone Number - optional

I would like to receive marketing materials from Yodlee

Thank you!

Error - something went wrong!

The Digital Revolution in Wealth Management is Here. Prepared?

May 9, 2017

Share this Flipbook
Facebook
Twitter
Email
LinkedIn

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.

Previous Flipbook

FinApp Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent

The time is ripe for talented developers to create new wealth management solutions. Companies like yours pa...

Next Flipbook

Capitalizing on Innovation: Trends in Wealth Management

In this eBook, we’ll examine four major wealth management trends and opportunities to sharpen your competit...

Other content in this Stream

57:24

On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients

Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

Watch Video

1:04:44

On-Demand Webinar: The Open Banking Experience: Getting on Track

Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.

Watch Video

Rocket Dollar

Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.

Read Flipbook

Using Account Aggregation and Reconciliation to Boost Revenue

Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.

Read Flipbook

Channel Partner Overview

Envestnet | Yodlee channel partners are equipped with the financial solutions, tools, technology, and support to drive growth and meet financial service providers’ increasing needs.

Read Flipbook

Conversational AI

Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.

Read Flipbook

2:36

Financial 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.

Watch Video

Envestnet | Yodlee Conversational AI

Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.

Read Flipbook

0:56

FinApp: Envestnet | Yodlee Investment Holdings

With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

Watch Video

0:59

FinApp: Envestnet | Yodlee Net Worth

Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

Watch Video

2:13

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

Watch Video

Unlocking the Opportunities in Next-Generation Wealth Management

Changing demographics and fast-evolving technology are generating new business potential for the advisors and wealth management firms who adapt. Find out what you need to do to surmount these shifts.

Read Flipbook

Account Verification

Envestnet | Yodlee Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.

Read Flipbook

Data Aggregation + Intelligence: The Keystone to Financial Innovation

Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.

Read Flipbook

AI FinCheck

AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

Read Flipbook

Envestnet Intelligence for Financial Institutions

Envestnet® Intelligence for Financial Institutions is an omni-channel intelligence tool that leverages AI & machine learning, natural language processing, and an advanced data analytics engine.

Read Flipbook

Financial Wellness Solutions

Envestnet | Yodlee Financial Wellness Solutions provide engaging personal financial experiences with actionable insights for consumers and financial institutions.

Read Flipbook

Transaction Data Enrichment

Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.

Read Flipbook

The Platform for Financial Innovation

The Envestnet | Yodlee Financial Data Platform brings together financial data and analytics in unique ways to power personalized and dynamic financial apps and grow business insights.

Read Flipbook

Transaction Data Enrichment

Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Yodlee Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.

Read Flipbook

Return to Home