• 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 […]

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  • 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 […]

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  • 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 […]

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  • 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.

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  • 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.

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  • 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 […]

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  • 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.

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  • 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 […]

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  • 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 […]

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  • Nemo Chu at Yodlee Incubator boot camp

    Growth Hacking: You’re (probably) doing it wrong

    By on April 6, 2018

    If you’re a startup, you’re probably banking on your idea changing the world. However, just selling your product to your friends and family isn’t going cut it. That’s why we brought in Nemo Chu, Distribution Hacker in Residence at 500 Startups, to talk about growth hacking at a recent Yodlee Incubator boot camp.

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  • Envestnet | Yodlee Updates Transaction Data Enrichment to Improve Customer Communication

    By on March 16, 2018

    What is transaction data enrichment and how can you leverage it to create exceptional customer experiences? The ability to access and analyze high-quality financial data is the future of financial services. Yet transaction data currently collected by financial institutions is often ambiguous and cluttered with letters, numbers, and symbols, making it difficult for consumers to recognize their transactions and for […]

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  • Jeff Cain Envestnet Yodlee Incubator

    What’s New in Fintech? Ask the Yodlee Incubator

    By on February 20, 2018

    It’s time again for my annual roundup of applications to our incubator, and the trends revealed by our application pool. With over 100 applications from around the world, almost all early stage, our pool provides a good picture of what entrepreneurs are working on and what will be coming to market in the next 12-18 months. We focus mostly on […]

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  • HansaWorld Partners With Envestnet | Yodlee to Automate Business Processes

    By on February 14, 2018

    How can businesses of all sizes further streamline and automate their business processes? Whether it’s our integrated Business Communicator, Multi-Currency accounting, in-depth stock managements or Workflow Overview functionality, HansaWorld provides tools for most businesses. Our products can be used by small to mid-size businesses or large enterprises – and can be scaled according to the business’ needs.

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