Wistia - Product Videos

  • Insights Solutions Overview3:23

    Insights Solutions Overview

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  • Insights Solutions10:28

    Insights Solutions

    Insights Solutions empower financial service providers to deliver the innovative, hyper-personalized banking services that consumers demand.

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  • Transaction Data Enrichment1:46

    Transaction Data Enrichment

    Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.

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  • Meet Nacha's New ACH Debit Rules 3:07

    Meet Nacha's New ACH Debit Rules

    Nacha is introducing a new fraud detection standard for WEB-based debits. Beginning March 19, 2021, financial institutions will be required to implement an account validation solution.

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  • US Open Banking2:11

    US Open Banking

    Learn more about Open Banking in the United States, and how this shift will change the way millions of consumers interact with financial services and personal financial wellness providers.

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  • 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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  • Account Verification3:25

    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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  • Financial Wellness Solutions2:48

    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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  • Financial Wellness Solutions2:49

    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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  • FinApp Series11:50

    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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  • Financial Data Aggregation2:12

    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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  • Save for a Goal FinApp0:49

    Save for a Goal FinApp

    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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  • Budgets FinApp0:47

    Budgets FinApp

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

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  • OK to Spend FinApp0:56

    OK to Spend FinApp

    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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  • AI FinCheck FinApp1:04

    AI FinCheck FinApp

    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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  • Investment Holdings FinApp0:56

    Investment Holdings FinApp

    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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  • Cash Flow Analysis FinApp0:50

    Cash Flow Analysis FinApp

    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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  • Expense and Income Analysis FinApp0:50

    Expense and Income Analysis FinApp

    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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  • Transactions FinApp0:49

    Transactions FinApp

    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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  • Account Summary FinApp0:45

    Account Summary FinApp

    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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