Financial Data Platform
Most Recent Videos
Demo at FinovateFall 2021
Demo at FinovateFall 2021
Envestnet | Yodlee Brings It All Together
Truly innovative digital finances are driven by the most comprehensive & accurate data + intelligence. Envestnet | Yodlee Brings it All Together.
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.
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.
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.
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.
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 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.
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.
Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.