Wistia - Product Videos

  • Demo at FinovateFall 20197:12

    Demo at FinovateFall 2019

    Watch this demo to see how developers can leverage the Financial Insights API to easily configure their apps, so that they can address different financial goals and pain points for consumers.

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  • Envestnet | Yodlee Account Verification3:25

    Envestnet | Yodlee Account Verification

    Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

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  • Envestnet | Yodlee Financial Wellness Solutions2:48

    Envestnet | Yodlee Financial Wellness Solutions

    With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

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  • Envestnet | Yodlee Financial Wellness Solutions2:49

    Envestnet | Yodlee Financial Wellness Solutions

    With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

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  • Envestnet | Yodlee FinApp Series11:50

    Envestnet | Yodlee FinApp Series

    Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

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  • Envestnet | Yodlee Financial Data Aggregation2:12

    Envestnet | Yodlee Financial Data Aggregation

    Watch this video to see how with Envestnet | Yodlee, account aggregation is quick, simple, and secure. By connecting all your financial accounts, you can better understand your financial situation.

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  • FinApp: Envestnet | Yodlee Save for a Goal0:49

    FinApp: Envestnet | Yodlee Save for a Goal

    Envestnet | Yodlee Save For a Goal, part of our FinApp series, tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

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  • FinApp: Envestnet | Yodlee Budgets0:47

    FinApp: Envestnet | Yodlee Budgets

    Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.

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  • FinApp: Envestnet | Yodlee OK to Spend0:56

    FinApp: Envestnet | Yodlee OK to Spend

    By applying machine learning AI techniques and data analytics to historical transactions, Envestnet | Yodlee OK to Spend provides an easy way to forecast monthly expenses and balances.

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  • FinApp: Envestnet | Yodlee AI FinCheck1:04

    FinApp: Envestnet | Yodlee AI FinCheck

    As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

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  • FinApp: Envestnet | Yodlee Investment Holdings0:56

    FinApp: Envestnet | Yodlee Investment Holdings

    With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

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  • FinApp: Envestnet | Yodlee Cash Flow Analysis0:50

    FinApp: Envestnet | Yodlee Cash Flow Analysis

    By showing consumers where they stand across all their accounts, Envestnet | Yodlee Cash Flow Analysis helps consumers make sound financial decisions and improve their financial wellness.

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  • FinApp: Envestnet | Yodlee Expense and Income Analysis0:50

    FinApp: Envestnet | Yodlee Expense and Income Analysis

    With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

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  • FinApp: Envestnet | Yodlee Transactions0:49

    FinApp: Envestnet | Yodlee Transactions

    Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

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  • FinApp: Envestnet | Yodlee Account Summary0:45

    FinApp: Envestnet | Yodlee Account Summary

    Envestnet | Yodlee Account Summary provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.

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  • Envestnet | Yodlee Fastlink1:01

    Envestnet | Yodlee Fastlink

    Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.

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  • FinApp: Envestnet | Yodlee Net Worth0:59

    FinApp: Envestnet | Yodlee Net Worth

    Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

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  • Envestnet Intelligence6:22

    Envestnet Intelligence

    Watch this video to learn about Envestnet Intelligence for Financial Institutions, a new omni-channel intelligence tool that leverages AI, natural language processing, and a data analytics engine.

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  • Data Analytics for Financial Institutions1:19

    Data Analytics for Financial Institutions

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  • AI FinCheck Product Launch Demo5:00

    AI FinCheck Product Launch Demo

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