Whitepapers

As consumers receive personalized experiences with services like Netflix, they yearn for similar, simpler interactions in their financial lives.

Find out how Envestnet | Yodlee's Account Verification complies with Nacha's new regulations to provide secure payment channels for consumers and financial service providers

With Envestnet | Yodlee Conversational AI, financial service providers can interact with consumers on any device, using natural language processing across all major conversational ecosystems.

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.

Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.

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.

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.

Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.

Envestnet | Yodlee’s Data Intelligence leverages transaction-level data for data analytics and market research.

Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.

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

In order to build innovative financial applications, you need access to rich financial data to make your idea come to life.

Bots and chatbots have been around in some form since the dawn of the internet and some believe they now have the sophistication.

Envestnet | Yodlee takes confusing transaction data and translates it into clear, easy-to-read information.

Financial institutions today face increased competitive pressure to both reduce costs and find new sources of revenue.

Financial institutions today face increased competitive pressure to both reduce costs and find new sources of revenue.

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.