Wistia - Product Videos

  • 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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  • Data Processing2:58

    Data Processing

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