Blog: Best Practices

Best Practices

  • Envestnet | Yodlee Updates Transaction Categories to Improve Spending Insights

    By on December 15, 2016

    How can transaction data categories help financial app developers better understand user’s spending behavior and improve their financial wellness?

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  • How Can Banks Better Engage Gen X and Y Investors?

    By on December 13, 2016

    As Gen X and Y begin to accumulate more wealth—and inherit it—they are forcing financial institutions to radically rethink how they deliver services and evolve their digital wealth management offerings. How can financial institutions engage Gen X and Y prospects, who are generally more conservative and less trusting of financial advisors than their baby boomer parents?

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  • The Financial Conduct Authority Guide Helps to Protect Your Business from Financial Crime

    By on December 11, 2016

    The Financial Conduct Authority (FCA) recently published Consumer Credit: Protecting Your Business From Financial Crime.  The booklet is primarily for consumer credit firms regulated by the FCA to provide guidelines for Know Your Customer (KYC) practices to reduce the risk of financial crimes.  

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  • 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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