Whitepapers

  • Using Account Aggregation and Reconciliation to Boost Revenue

    Using Account Aggregation and Reconciliation to Boost Revenue

    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.

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  • The Next Generation of Conversational Banking

    The Next Generation of Conversational Banking

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

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  • The Quest for Enriched Data

    The Quest for Enriched Data

    Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.

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  • Chatbots and Conversational Banking Power the Move to Customer Centricity

    Chatbots and Conversational Banking Power the Move to Customer Centricity

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

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  • Unlocking the Opportunities in Next-Generation Wealth Management

    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.

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  • Data Aggregation + Intelligence: The Keystone to Financial Innovation

    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.

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  • Data Intelligence Fuels Financial Wellness

    Data Intelligence Fuels Financial Wellness

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

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  • Critical Questions on Data Intelligence for FinTech Innovators

    Critical Questions on Data Intelligence for FinTech Innovators

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

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  • Critical Questions on Data Intelligence for Financial Institutions

    Critical Questions on Data Intelligence for Financial Institutions

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

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  • The Time Has Never Been Better to Partner with FinTech

    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.

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  • The Power of a Strong Data Platform: The Developer Opportunity

    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.

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  • Building and Distributing Applications for Financial Services Whitepaper

    Building and Distributing Applications for Financial Services Whitepaper

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

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  • Best Practices for Driving the FinTech Digital Transformation

    Best Practices for Driving the FinTech Digital Transformation

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

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  • The Importance of Personal Financial Management for Customer Engagement

    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.

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  • Data Intelligence-Enabled Next-Gen Chatbots Can Fuel Banking Customer Engagement

    Data Intelligence-Enabled Next-Gen Chatbots Can Fuel Banking Customer Engagement

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

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  • Delivering Transaction Clarity

    Delivering Transaction Clarity

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

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  • Enabling Financial Disruption: Instant Account Verification is the Key to Quickly Gaining Traction with Customers and Building Critical Mass

    Enabling Financial Disruption: Instant Account Verification is the Key to Quickly Gaining Traction with Customers and Building Critical Mass

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

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  • Instant Account Verification: Accelerating Financial Innovation

    Instant Account Verification: Accelerating Financial Innovation

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

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  • FinApp Developers See Opportunity in Wealth Management Apps Targeting the Mass Affluent

    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.

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  • All Aggregation Platforms Are Not Created Equal A Security Perspective Whitepaper

    All Aggregation Platforms Are Not Created Equal A Security Perspective Whitepaper

    Envestnet | Yodlee is a trusted partner of many of the world’s top financial institutions and provides a premier consumer data aggregation platform, bridging the gap between innovation and security.

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