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.
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.
The Envestnet | Yodlee Financial Data Platform offers the broadest and deepest set of data sources, which helps fuel many leading financial services companies.
Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.
The Time Has Never Been Better to Partner with Fintech
According to a recent techUK white paper, financial institutions need to embrace a more resilient, competitive, and transparent business approach and cannot wait to innovate.
The Power of a Strong Data Platform: The Developer Opportunity
Banks have realized that if they don’t provide what today’s customers want and need, smart entrepreneurs and developers will fill the gap with engaging new online services.
Using the Right Data to Focus in on Credit Invisibles Whitepaper
By leveraging alternative data sources and advanced technology, financial institutions can make data-driven decisions to effectively balance revenue an risk to reach a massive, untapped customer base.
The Envestnet | Yodlee Risk Insight Solutions are designed to use consumer permissioned data specifically for credit and lending use cases within an FCRA compliant framework.
The Importance of Personal Financial Management for Customer Engagement
Personal Financial Management (PFM) offers a low-cost online channel that allows financial institutions to engage with their customers in the way today’s customers prefer.
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 partner with Envestnet | Yodlee to deploy comprehensive APIs to provide real-time account.
