In a recent webinar hosted by Envestnet | Yodlee, we discussed how to streamline the asset verification process to simplify the client experience and reduce the time to closure, while also discussing our recent pilot implementation of Fannie Mae’s Desktop Underwriter Validation Service.
Other content in this Stream
51:57On-Demand Webinar: Tips & Tricks for Moving from Sandbox to Launch
Watch our on-demand webinar and see us walk through key aspects of moving from Sandbox to Launch and beyond, including authentication methods and managing your users.
59:52On-Demand Webinar: Open Banking is Big. Here's Why Open Finance is Bigger.
Watch our on-demand webinar to see how open finance and access to alternative data can revolutionize customer experiences related to insurance, utilities, and telecommunications, and other industries.
Upcoming Webinar: Digitizing your Wealth Advice and Services to Increase Client Engagement Post-COVID
Join us as we discuss how these changing expectations and requirements for digital can increase opportunities for wealth advisors and firms that are ready.
47:55On-Demand Webinar: Accelerating FinTech Development with Embedded Finance
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.
35:20On-Demand Webinar: Unlocking Wealth Management Opportunities with Next-Gen Tech and Tools
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.
58:15On-Demand Webinar: Winning Customers with Digital Financial Wellness Tools and Insights
Hear from guest speaker Tiffani Montez as she shares key takeaways from recent research and interviews with industry thought leaders on digital banking engagement.
1:01:57On-Demand Webinar: How the U.S. Open Banking System is Driving Huge Innovation
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.
42:14On-Demand Webinar: Leveraging the Power of Data Science with Visualization and Easy Implementation
36:49On-Demand Webinar: The Developer's Roadmap for Open Banking
Watch our on-demand webinar to discover how you can integrate with open banking enabled providers through Envestnet | Yodlee FastLink.
1:01:41On-Demand Webinar: Nacha's March 2021 Account Validation Rule: What it Means and How to Quickly Comply
During this informational on-demand webinar Amy Morris, Senior Director of ACH Network Rules at Nacha, joined us and helped answer questions about the new Nacha rule.
52:57On-Demand Webinar: How Advanced Data Analytics Tools are Powering Strategic Investing and Business Decisions
In our on-demand webinar, we discuss Forrester research that shows how investment firms, banks, and businesses are putting data analysis tools to work for unprecedented results.
On-Demand Webinar: How Alternative Data is a Research Necessity in Today's Dynamic Market
During this on-demand webinar, the panelists discuss how Covid-19 has accelerated the use of alternative data to aid global equities portfolio managers respond to dynamic markets.
On-Demand Webinar: How Alternative Data is a Research Necessity in Today's Dynamic Market
50:10On-Demand Webinar: Financial Wellness 2.0: The Revolution in Digital Financial Tools Has Arrived
Watch our on-demand webinar where take a closer look at the newest insight-driven tools and technologies and see how they enable contextual, highly personalized customer interactions.
1:03:26On-Demand Webinar: Capitalising on the Full Potential of Open Banking
In this on-demand webinar, we discuss how you can build an intuitive, trust-inspiring consumer experience that not only meets, but exceeds, ACCC regulations.
57:43On-Demand Webinar: Conversational Banking: The New Face of Digital
This on-demand webinar explores what is driving the next wave of digital banking – moving beyond the basics, and creating real-time engagement in the digital channels.
58:58On-Demand Webinar: Financial Wellness: Implications and Opportunities for Advisors
Learn how the emerging financial wellness marketplace and how advisors are expanding their services to address the client’s entire household, and the segments of clients they support
54:40On-Demand Webinar: FastLink 4.0: Simplifying the Developer Workflow for Account Linking
Watch our on-demand webinar for deep dive of the developer experience, where we review code for implementing FastLink.
40:15On-Demand Webinar: Accelerating Your Move to Account Validation to Meet Nacha's Deadline
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.
1:02:30On-Demand Webinar: How to Engage the Financially Fearful
Watch our on-demand webinar as our panelists review current AU economic trends and market data that sheds light on consumers’ situations.