Wistia - Product Videos

  • Envestnet | Yodlee FinApps11:50

    Envestnet | Yodlee FinApps

    Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable 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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  • Envestnet | Yodlee Save for a Goal FinApp0:49

    Envestnet | Yodlee Save for a Goal FinApp

    The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

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  • Envestnet | Yodlee Budgets FinApp0:47

    Envestnet | Yodlee Budgets FinApp

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

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  • Envestnet | Yodlee OK to Spend FinApp0:56

    Envestnet | Yodlee OK to Spend FinApp

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

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  • Envestnet | Yodlee AI FinCheck FinApp1:04

    Envestnet | Yodlee 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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  • Envestnet | Yodlee Investment Holdings FinApp0:56

    Envestnet | Yodlee Investment Holdings FinApp

    With the Envestnet | Yodlee Investment Holdings FinApp, 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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  • Envestnet | Yodlee Cash Flow Analysis FinApp0:50

    Envestnet | Yodlee Cash Flow Analysis FinApp

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

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  • Envestnet | Yodlee Expense and Income Analysis FinApp0:50

    Envestnet | Yodlee Expense and Income Analysis FinApp

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

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  • Envestnet | Yodlee Transactions FinApp0:49

    Envestnet | Yodlee Transactions FinApp

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

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  • Envestnet | Yodlee Account Summary FinApp0:45

    Envestnet | Yodlee Account Summary FinApp

    The Envestnet | Yodlee Account Summary FinApp 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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  • Envestnet | Yodlee Net Worth FinApp0:59

    Envestnet | Yodlee Net Worth FinApp

    The Envestnet | Yodlee Net Worth FinApp 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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  • Envestnet | Yodlee Data Analytics for Financial Institutions1:19

    Envestnet | Yodlee Data Analytics for Financial Institutions

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  • Envestnet Yodlee AI Fincheck Product Launch Demo5:00

    Envestnet Yodlee AI Fincheck Product Launch Demo

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  • Envestnet | Yodlee Data Processing2:58

    Envestnet | Yodlee Data Processing

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  • Envestnet | Yodlee Connecting The Digital Financial Dots4:08

    Envestnet | Yodlee Connecting The Digital Financial Dots

    <p>Leveraging the powerful Envestnet | Yodlee Financial Data Platform, our FinApps create unique and differentiated experiences for retail banking, small business banking, wealth advisory clients, and

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  • Envestnet | Yodlee Data Analytics: Purchase Behavior Data Made Useful2:34

    Envestnet | Yodlee Data Analytics: Purchase Behavior Data Made Useful

    <p>Find out why, how, when and where millions of consumers are spending their money. Identify spending patterns and gain deep insights to drive your marketing effectiveness.</p>

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  • Envestnet | Yodlee Financial Data Platform3:10

    Envestnet | Yodlee Financial Data Platform

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