Retail Banking Solution

Retail Banking

Improve your customers' financial health with useful tools, data driven insights & personalised financial coaching.

Financial Wellness Solutions for Retail Banking

Key Benefits

By partnering with Envestnet | Yodlee, you revolutionise the way your customers spend, save, borrow, and plan for their financial future.  It's money management  in the digital era.

Deep Consumer Insights

Provide actionable financial guidance to consumers across devices and user interfaces thanks to key consumer insights

Real-Time Account and Enriched Transaction Data

Combining individual consumer data from 17,000 sources and hundreds of thousands of accounts globally updated in real-time

Lifelong Financial Wellness Support

Enable automated daily measuring, monitoring and optimisation of financial management tasks for better financial health

Conversational AI

Allow your customers to interact with their finances on their terms, using natural human language regardless of device

Personalised Offers

Easily match your services, products, & educational content to your customers' needs & transform their financial lives

Flexible APIs or fully built FinApps

Choose between our our easy-to-use, highly-customisable  APIs or our user-friendly, award-winning FinApps

Get Started With Retail Banking
Powering Dynamic Innovation for Financial Services
Better Financial Decisions

Case Study

Better Financial Decisions

Finder was created to help people make better financial decisions by making comparison easy. Through Finder’s website, consumers can compare thousands of products, including credit cards, loans, high interest savings, transaction accounts, insurance, electricity and gas, and more. Consumers can also track their spending and boost their savings with Finder’s innovative app.

  • Spending & saving tools
  • Intuitive UI
  • Actionable advice
  • Simple money management

Trusted By

Retail Banking Information & Insights

Check out data sheets, white papers, on-demand webinars and more–all designed to help you lead customers to improved financial wellness.