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
46:44On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology
Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.
25:40On-Demand Webinar: Best Practices for RESTful API Design
Peter van der Linden explains the best practices when it comes to RESTful API design. By the end, you’ll understand some of the key aspects of API design and how to get the most out of your API!
59:10On-Demand Webinar: Driving Financial Wellness with Conversational AI
In this webinar hosted by FST Media, we discuss how AI banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial institutions.
59:50On-Demand Webinar: Secrets of FinTech Startup Success: A Formula for Disruption
Watch this webinar for a panel discussion of industry experts that will cover a range of topics, from getting started building your team, to the importance of finding an impactful mentor, and more!
33:57On-Demand Webinar: Getting Started with the Envestnet | Yodlee API- for non-coders!
Not a coder? This webinar explains everything you need to know about the Envestnet | Yodlee APIs without all the coder language.
48:43On-Demand Webinar: Success Story: How Veryfi is Disrupting with Envestnet | Yodlee
29:41On-Demand Webinar: Inspiring Financial Wellness in the UK with Conversational AI
Watch this webinar to learn how, by creating more financially healthy customers, conversational AI can increase customer satisfaction and loyalty and drive growth.
57:18On-Demand Webinar: Building a More Customer-Centric Banking Experience
In this webinar hosted by Fintech Futures, we discuss how AI banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial institutions.
32:06On-Demand Webinar: Delivering a Customer-Centric Banking Experience with Conversational AI
Watch this webinar to learn how Envestnet | Yodlee Conversational AI can help you create more financially healthy customers and increase customer engagement, loyalty and profitability!
47:55On-Demand Webinar: Getting Started with the Envestnet | Yodlee
Watch this webinar for a demo of the Envestnet | Yodlee Developer Portal where you’ll learn how to make the most of our sandbox, development, and production environments!
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