32MM SMBs in the US are underserved. How to Connect.

Engage, retain, and attract SMBs with the consolidated SMB business and financial data in the Envestnet SMB Portal. Banks, fintechs, and SMB owners can surface hidden insights, opportunities...

Demo 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.

Demo at FinovateFall 2021

Demo at FinovateFall 2021

Data Analytics: Aggregated Spending Analytics

Sharpen investment strategy with aggregated, pre-packaged spending data analytics providing clean, accurate and ready to use KPIs.

Data Analytics: Market Research Shopping Insights

Make strategic decisions that optimize customer lifetime value with visibility into total spend, share of spend and brand affinity.

Data 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.

Automated Support Resolution Engine

Open Banking Introduction

Envestnet | Yodlee is uniquely prepared to integrate open banking into our solutions.

Wealth Management

Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.

Australia Open Banking

With over 20 years of experience in financial data aggregation, Envestnet | Yodlee is uniquely prepared to help integrate open banking into your business.

Insights Solutions

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

Transaction Data Enrichment

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

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.

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.

Account Verification

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

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.

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.