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. In addition, by helping customers keep apprised of their financial situation, and helping them to improve it, PFM allows banks to be an ally to their customers again.
Most Recent Flipbooks
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
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.
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.
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.
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.
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.
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.
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.
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.
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
Envestnet | Yodlee takes confusing transaction data and translates it into clear, easy-to-read information.
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.
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.
Instant Account Verification: Accelerating Financial Innovation
Financial institutions today face increased competitive pressure to both reduce costs and find new sources of revenue.
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.
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.