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.
With Envestnet | Yodlee Conversational AI, financial service providers can interact with consumers on any device, using natural language processing across all major conversational ecosystems.
Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.
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.
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.
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.
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.
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.
