Insights Solutions empower financial service providers to deliver the innovative, hyper-personalized banking services that consumers demand. Tailored banking services use meaningful insights on spending, borrowing, saving and planning to foster financial wellness and drive loyalty among their customers.
Most Recent Videos
6:04Open Banking Introduction
Envestnet | Yodlee is uniquely prepared to integrate open banking into our solutions.
2:00Wealth Management
Envestnet | Yodlee Wealth Management helps you gain a holistic picture of your clients’ assets and simplify asset transfers.
10:13Demo 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.
11:50FinApp 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.
2:12Financial 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.
1:46Transaction Data Enrichment
Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning.
3:07Meet 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.
2:11US 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.
3:25Account Verification
Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.
2:49Financial 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.
0:49Save 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.
0:47Budgets FinApp
Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.
0:56OK 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.
1:04As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
0:56Investment Holdings FinApp
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.
0:50Cash Flow Analysis FinApp
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.
0:50Expense and Income Analysis FinApp
With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.
0:49Transactions FinApp
Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.
0:45Account Summary FinApp
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.
1:01FastLink
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.