In a seismic shift that is both technologically- and generationally-driven, digitally-savvy investors are increasingly demanding the ability to manage personal investment assets in a hands-on and online manner, via whatever device (PC, tablet or smartphone) they prefer.
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Attack of the Robo-Advisors: How the Digital Revolution is Disrupting Wealth Management Whitepaper
To catch up with the technologically savvy startups, financial institutions need to embrace data analytics ...
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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.
How Aggregation Transforms the Asset Transfer Process
Envestnet | Yodlee layers technology on top of the current method for transferring assets to enable a faster and easier process.
Financial Data to Drive Innovation
The Envestnet | Yodlee Financial Data Platform offers the broadest and deepest set of data sources, which helps fuel many leading financial services companies.
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.
Critical Questions on Data Intelligence for FinTech Innovators
Envestnet | Yodlee’s Data Intelligence leverages transaction-level data for data analytics and market research.
Critical Questions on Data Intelligence for Financial Institutions
Envestnet | Yodlee Data Intelligence leverages transaction-level data for data analytics and market research.
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.
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.
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.
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.
Risk Insight Solutions Whitepaper
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.
What Financial Institutions Can (And Should) Learn from Alternative Lenders
Terrence McKeown discusses that in the hope to survive in today’s rapidly changing, digital world, banks need to improve their processes by adopting a more personalized, consumer-centric model.
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.
How Retail Banks Can Leverage Financial Data Insights Whitepaper
With major demographic and technological trends converging and impacting the financial services marketplace, financial institutions need to drive customer engagement.
The Banking Revolution - Innovate at the Speed of Technology Whitepaper
Fintech entrepreneurs have launched new ventures in everything from peer-to-peer lending to crowd funding and from micro-payments to automated wealth management.
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.
Delivering Transaction Clarity: How Clarifying Confusing Transactions Lowers Costs, Boosts Revenues, and Leads Consumers Toward Financial We
Envestnet | Yodlee takes confusing transaction data and translates it into clear, easy-to-read information.
Transaction Data Enrichment As The First Step On The Big Data Journey Whitepaper
To crack the code on the marketing potential of mass personalization, the ideal starting point is to enhance data contained within a bank’s own core systems.
Enabling Financial Disruption: Instant Account Verification is the Key to Quickly Gaining Traction with Customers and Building Critical Mass