Whitepapers

  • Nacha Security Rule Better Serves Consumers and Your Institution

    Nacha Security Rule Better Serves Consumers and Your Institution

    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

    Read Flipbook
  • The Open Banking Opportunity

    The Open Banking Opportunity

    This whitepaper will delve in on how FinTechs can best capitalize on opportunities and navigate challenges by understanding how Open Banking ecosystem works.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • Building and Distributing Applications for Financial Services

    Building and Distributing Applications for Financial Services

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

    Read Flipbook
  • 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.

    Read Flipbook
  • Delivering Transaction Clarity

    Delivering Transaction Clarity

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

    Read Flipbook
  • The Era of Data Intelligence

    The Era of Data Intelligence

    The financial services industry is in the midst of a period of revolutionary innovation. By adopting a data intelligence strategy, institutions can use their vast data resources to gain insights.

    Read Flipbook
  • 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.

    Read Flipbook
  • 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.

    Read Flipbook
  • The Future of the Decision Making Process for the Financial Services Industry

    The Future of the Decision Making Process for the Financial Services Industry

    With Envestnet | Yodlee Data Analytics for Financial Institutions, users can bring as much data as they want from any source into one place and ask the tailored questions they want.

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

    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.

    Read Flipbook
  • loading
    Loading More...