Financial Wellness

Financial Wellness Solutions make it easy to deliver the digital tools, services, and advice consumers need for better financial decisions.

Financial Wellness Platform

Deliver Financial Guidance

The proven combination of comprehensive data, apps, and APIs built on our industry leading data platform empowers Financial Service Providers to guide consumers toward financial wellness.

Comprehensive Site Coverage

Ensure that consumers can easily find and link their accounts to your services so you can easily verify and onboard them

Transaction Data Enrichment

Machine learning and data science capabilities ensure transaction data is highly accurate and easy to use

Bank-Level Financial Security

Envestnet | Yodlee complies with the highest level of local and international security standards

Proven Open Banking Provider

10+ years in Australia, local management, and open banking experience make Envestnet | Yodlee the ideal partner

Development Flexibility

Our financial wellness solutions are available as APIs or apps, so you can white label and speed to market or customise them from the ground up

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Financial Wellness Products

Guide Consumers to Better Decisions and Outcomes

What is Financial Wellness?

Financial wellness and financial wellbeing refer to a person’s ability to manage their financial life and meet their expenses while having some money left over. FInancial wellbeing is critically important, as it’s linked to the overall health of individuals and the communities they live in.

Maintaining financial wellbeing today is challenging for many Australians – close to 3 in 5 Australians are worried about their current financial situation, and almost 85% say financial stress affects their wellbeing negatively. As a result, there’s a tremendous opportunity for Financial Service Providers to partner with consumers and provide the financial education, quality financial advice, and realistic goal-based solutions needed for improving financial wellbeing.

Supporting Financial Wellness

Envestnet | Yodlee Financial Wellness Solutions enable FinTechs and Financial Institutions to deliver the digital tools, services, and advice Australians and New Zealanders require. From consumer onboarding, to cash flow forecasting, to budgeting and savings, our Financial Wellness Solutions can help you guide customers toward financial wellness and empower them to make the financial decisions that lead to better financial outcomes.

Powering Dynamic Innovation for Financial Services

Case Study

86 400 Creates Australia’s First Smartbank with Envestnet | Yodlee

To provide comprehensive, real-time banking services and a clearer financial view to Australians, 86 400 needed seamless access to customers’ financial data plus APRA approval. Find out how 86 400 delivered on their mission with Envestnet | Yodlee.

  • Data Connections
  • Intuitive Experience
  • Transaction History
  • Deep Insights

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Dive Deeper Into Financial Wellness

Download our financial wellness brochures and eBooks to learn more about solutions for guiding consumers to financial wellness.

Get Started With Financial Wellness

Financial Wellness Solutions make it easy to deliver the digital tools, services, and advice consumers need for better financial decisions.

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