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.
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Upcoming Webinar: Delivering a Customer-Centric Banking Experience with Conversational AI
Attend this webinar to learn how Envestnet | Yodlee Converational AI can help you create more financially healthy customers and increase customer engagement, loyalty and profitability!
Upcoming Webinar: Building a More Customer-Centric Banking Experience
Don’t miss this opportunity to learn about the new wave of conversational banking and how financial service providers are changing the customer experience, moving from “transactions” to “interactions.
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!
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!
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.
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
44:27On-Demand Webinar: Building Effective Financial Education
Watch this webinar, to learn how unique and educational resources, digital tools, and interactive coaching can help consumers improve their financial wellness.
39:50On-Demand Webinar: How to Get the New TDE Version 2 Update
This webinar discusses how we’ve applied advanced technology to TDE to deliver even more meaningful insights for you and your customers.
1:02:36On-Demand Webinar: How Much is Financial Wellness Worth to Customers?
Targeted toward fintech innovators and financial institutions, this webinar discusses what consumers are asking for in their financial wellness tools, including AI and virtual couches.
1:03:32On-Demand Webinar: How Fintech is Using Voice and Chat to Revolutionize Customer Experience
Viewers will learn how voice and chat conversational technologies are creating a more engaging and meaningful experience for customers.
31:43On-Demand Webinar: Take the Power of Analytics Everywhere You Go
In this on-demand webinar, discover how Envision IQ delivers answers to key business questions across desktop, mobile, and voice-enabled devices.
59:31On-Demand Webinar: Preparing Your Organization for Success with PSD2 and Open Banking
Listen in on this on-demand webinar to gain insights from industry experts on preparing your organization for success with PSD2 and Open Banking.
38:18On-Demand Webinar: Platform for Innovation Webinar Series 2: Optimizing Your API Integration
In this on-demand webinar, we discuss how the Envestnet | Yodlee Platform can help you build the best user experience possible.
21:27On-Demand Webinar: Empower Your Financial Wellness Experiences with Better Transaction Data
In this on-demand webinar, we’ll show you how you can clarify and contextualize your transaction data with Envestnet | Yodlee® Transaction Data Enrichment to provide more effective and compelling fina
42:10On-Demand Webinar: Deliver the Power of Financial Wellness
See how Envestnet | Yodlee AI FinCheck prepares consumers' financial data, runs analytics models, and dynamically scores spending, saving, borrowing, and planning behaviors.
24:57On-Demand Webinar: Create Exceptional Customer Experiences with Transaction Data Enrichment
In this on-demand webinar, we discuss how Envestnet | Yodlee Transaction Data Enrichment takes confusing transaction data and translates it into clear, easy-to-read information.
58:09On-Demand Webinar: Competing and Thriving in Today's Open Banking Environment
We discuss Envestnet | Yodlee® Transaction Data Enrichment and how it improves data accuracy, clarifies transaction descriptions, and puts financial data into context.
27:07Ask Me Anything: The Envestnet | Yodlee Incubator
In this on-demand webinar, you’ll learn how our Incubator connects disruptive data-driven startups with the mentorship, strategic guidance, and network to help grow their businesses. And you’ll be pri
59:20On-Demand Webinar- Account Aggregation : The Future of Wealth Management