BLOG

  • Transaction Data Analysis beyond Banking

    By on July 13, 2018

    How many times have you seen something like, “DBT CRD 0998 06/24/18 12397732-XXX” on your bank statement and thought to yourself, “I have no idea what this means?”

    Read more
  • Envestnet | Yodlee Hosts Launchpad London for U.K. and European Fintech Companies

    By on July 9, 2018

    Silicon Valley may be the Shangri-La of technology startups, or perhaps more aptly the El Dorado, but it’s not the only place where cool things are happening. London is home to one of Europe’s major tech centers (or centres), and it’s especially strong in fintech. In 2017, UK-based fintech companies raised $1.8 billion in venture capital; considering the population differential, […]

    Read more
  • Competing and Thriving in Today’s Open Banking Environment

    By on July 2, 2018

    The Revised Payment Service Directive (PSD2) has caused serious waves in the European banking world. It started in 2015, when the European Commission sought to regulate payment services and payment service providers in order to level the playing field between banks, qualified payment service providers (PSPs), and other third-party providers (TPPs). The new directive required banks to provide PSPs and […]

    Read more
  • Personal Financial Wellness- The Importance of Data Driven Intelligence

    By on July 2, 2018

    If you’re a college graduate or have recently graduated from college, you have likely spent a good deal of time worrying about how you’re going to pay off your loans. While your generation, Millennials, who make up the majority of the digital banking population, are learning more about their financial health, investing their savings and spending smarter, implementing these strategies […]

    Read more
  • Developing Financial Wellness Tools with Artificial Intelligence

    By on June 22, 2018

    In a day and age where you can get a coach for anything — fitness, writing, meditation, even life — it makes sense that you can get a financial coach as well. However, these coaches aren’t necessarily human coaches, they’re digital. After all, it’s impractical to have someone follow you around all day, telling you whether you could or should […]

    Read more
  • How to Digitize the Lending Process to Create Better Customer Experiences

    By on June 22, 2018

    Consumers are becoming more demanding and impatient about their financial experiences and how they want to access their private data. They want to access their finances online and via their mobile phones. They want to be able to pay bills electronically, rather than use checks and stamps. And they want loan decisions to be made in minutes, not months. This […]

    Read more
  • Envestnet® | Yodlee® Unveils AI FinCheck – A New Artificial Intelligence-Driven Financial Wellness Assistant for Financial Service Providers

    By on June 6, 2018

    For many, the idea of managing their finances can be daunting as more and more consumers find themselves living paycheck-to-paycheck and with mounting student loan debt. This is especially true for Millennials, the largest generation in American history set to take over approximately 40% of the work force by 2022. As this group struggles to gain a foothold on their […]

    Read more
  • Envestnet Announces New Enterprise Data Management Solution at Annual Advisor Summit

    By on June 1, 2018

    Envestnet® | Yodlee® recently unveiled Envestnet Envision™, our new enterprise data management solution at the 2018 Advisor Summit in New Orleans. Solving several commonplace data problems that advisors encounter, this product combines intelligent data with machine learning and advanced analytics to provide holistic and personalized insights for advisors, bankers and their clients.

    Read more
  • Peanut Butter Helps Employers Retain Employees by Paying Off Student Loans

    By on May 18, 2018

    As unemployment continues to drop and finding good employees becomes more difficult, an emerging norm among employers is to contribute toward the repayment of employees’ student loans to improve their financial health.

    Read more
  • Envestnet | Yodlee, Quovo and Morningstar ByAllAccounts: Statement of Joint Principles for Ensuring Consumer Access to Financial Data

    By on May 11, 2018

    Current State: Several industry working groups have been established recently to develop standards for data access in the financial services ecosystem. Through our participation in many of these forums, we are concerned that the interests of consumers are not being adequately prioritized. In particular, data access standards must recognize consumers’ needs to access and use their data for applications that […]

    Read more
  • Stessa Home Page

    Stessa: Real Estate Asset Management Reinvented

    By on May 7, 2018

    Two decades: that is about how many years I have been investing in residential real estate, and it is also how long ago I started my first company with current Stessa co-founder Jonah Schwartz. Together, we have always shared a passion for both technology and investing.

    Read more
  • Envestnet | Yodlee Provides Developers with Easier Integration to Access the Most Comprehensive and Accurate Financial Data

    By on May 3, 2018

    How can financial institutions and fintech developers leverage real-time financial data to enable a wide variety of use cases for all lines of business – from retail, to wealth, to lending? The Envestnet | Yodlee Financial Data Platform now provides easy access to deep user-permissioned data via a single, unified API. All of this is made possible through the strengths […]

    Read more
  • Creating Financial Wellness Using Artificial Intelligence

    By on April 11, 2018

    The fintech industry is growing rapidly, thanks to advances in mobile technology, artificial intelligence, and machine learning, but there are still gaps in what financial institutions provide in the areas of financial wellness and personal financial management (PFM) for consumers. We recently hosted a webinar with speakers from Aite Group and Envestnet® | Yodlee® on creating financial wellness using artificial […]

    Read more