Blog: Best Practices

Best Practices

  • Data Intelligence for Future Financial Services

    Envestnet | Yodlee Helps Financial Institutions Leverage Data Intelligence to Increase Competitive Advantage

    By on November 7, 2016

    What if you could bring a customer’s entire financial life into focus on a daily basis? What if your applications could help customers save money and make better financial decisions, and ultimately improve their financial wellness?

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  • Security Financial Ecosystem

    How Envestnet | Yodlee Secures the Financial Ecosystem

    By on September 6, 2016

    When it comes to financial services and innovation, security is paramount. That’s why Envestnet® | Yodlee® considers the impact to every key stakeholder to ensure that every product on our platform meets the most stringent security and compliance requirements.

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  • Financial Innovation With A Neutral Ecosystem

    How Envestnet | Yodlee Drives Financial Innovation with a Neutral Ecosystem

    By on July 26, 2016

    In the digital age, data is everything. While financial institutions seem to be positioned on one side of the digital divide, and fintech startups on the other, a more productive and profitable alliance can be found at the mid-point through collaboration. Financial institutions (FIs) and fintech innovators both have growing needs for such a collaborative ecosystem where they can access […]

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  • Financial Freedom

    6 Steps To Achieving Financial Freedom With a Household CFO

    By on July 14, 2016

    Earning a high income is wonderful, but it’s attaining a healthy savings rate — not how much money you make — that actually creates financial freedom, flexibility, and peace of mind. The amount that you set aside for a rainy day, or to invest to provide for your future, is the best solution for financial stress and achieving stability, wealth, […]

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  • Accounting Seed For Salesforce

    Accounting Seed Offers Exclusive Accounting Platform for Salesforce

    By on July 5, 2016

    Salesforce.com users who need convenience and easy to use accounting systems can turn to Accounting Seed, the premiere accounting application developed exclusively for Salesforce®.

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  • Trends in Wealth Management

    Experts Reveal Top Trends in Wealth Management

    By on June 10, 2016

    Recently, we partnered with AmericanBanker to host a webinar on top trends in wealth management. Panel speakers included Alois Pirker, research director; William Boland, senior analyst; and Javier Paz, senior analyst, all with Aite Group’s wealth management practice, as well as Jay Hummel of Envestnet®, and John Bird, Envestnet | Yodlee®.

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  • SnapCheck: Digital B2B Payments

    SnapCheck Enables Digital B2B Payments with Envestnet | Yodlee API

    By on June 1, 2016

    Recently we had the opportunity to present SnapCheck at Demo Day in San Francisco. We have been working with Envestnet® | Yodlee® before we joined its Incubator, as a way to extend the functionality of our digital checking platform and transform the world of B2B payments.

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  • Intelliflo's Personal Finance Portal

    Intelliflo’s Personal Finance Portal Enables Holistic Financial Planning

    By on May 23, 2016

    As I speak with experts about the state of global digital wealth management, I’m struck by the similarities between the UK and the US, specifically in how financial information is shared and used for holistic financial planning.

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  • Fintech Startup Success

    Five Ways to Minimize Risk for Fintech Startup Success

    By on May 18, 2016

    The global financial system is a highly complex network governed by numerous regulatory agencies, at several levels of government, which enforces a large, and evolving set of rules. At the most basic level, the purpose of regulations is to protect the trust of market participants. They need to be assured that they won’t unwittingly lose their assets (e.g. money, securities, […]

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  • Money20/20 Europe

    4 Key Takeaways from Money20/20 Europe in Copenhagen

    By on April 28, 2016

    Recently I attended Money20/20 Europe – the world’s largest fintech conference held in Copenhagen, Denmark. While I talked with several attendees from financial institutions and fintech innovators, I noticed some common themes from our different conversations. They’re the same conversations we’re having across Europe with banks and technology companies, and it shows that everyone is talking about similar topics. 1. […]

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