Product Videos
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3:45Watch VideoEnvestnet | Yodlee Brings It All Together
Truly innovative digital finances are driven by the most comprehensive & accurate data + intelligence. Envestnet | Yodlee Brings it All Together.
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10:13Watch VideoDemo at FinovateFall Digital 2020
Watch our demo at FinovateFall to see how Insights Solutions enable FSPs to build and scale hyper-personalized financial wellness experiences consumers expect.
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11:50Watch VideoFinApp 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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2:12Watch VideoFinancial 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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1:28Watch VideoData Analytics: Aggregated Spending Analytics
Sharpen investment strategy with aggregated, pre-packaged spending data analytics providing clean, accurate and ready to use KPIs.
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1:37Watch VideoData Analytics: Market Research Shopping Insights
Make strategic decisions that optimize customer lifetime value with visibility into total spend, share of spend and brand affinity.
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1:38Watch VideoData Analytics Overview
Consumer spending data analytics from Envestnet l Yodlee can provide near real-time insights into key performance indicators like revenue, retention and loyalty, and customer churn across U.S. brands.
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7:52Watch VideoAutomated Support Resolution Engine
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6:04Watch VideoOpen Banking Introduction
Envestnet | Yodlee is uniquely prepared to integrate open banking into our solutions.
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2:00Watch VideoWealth Management
Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
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10:28Watch VideoInsights Solutions
Insights Solutions empower financial service providers to deliver the innovative, hyper-personalized banking services that consumers demand.
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1:46Watch VideoTransaction Data Enrichment
Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.
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3:07Watch VideoMeet 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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2:11Watch VideoUS 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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3:25Watch VideoAccount 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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2:49Watch VideoFinancial 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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0:49Watch VideoSave 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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0:47Watch VideoBudgets FinApp
Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.
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0:56Watch VideoOK 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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1:04Watch VideoAI 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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