• Envestnet | Yodlee Is Named a 2018 CFSI Financial Health Leader

    By on July 19, 2018

    Envestnet | Yodlee has been given the distinction of becoming a 2018 Financial Health Leader in the Center for Financial Services Innovation (CFSI) network. Yodlee joins 29 other financial institutions — technology companies, banks, credit unions, and nonprofits, including a couple of our own clients — in the ever expanding network with this incredible accomplishment.

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  • 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?”

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  • 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 […]

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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 […]

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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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  • 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 […]

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  • Trends in Digital Financial Innovation

    By on January 22, 2018

    What is Financial Services Innovation? Digital financial innovation is a broad concept that includes advancements that change the way financial institutions and other financial services can better serve consumers through technological advancements. Generally, a new or emerging technology that comes along and disrupts a traditional way of doing things can be considered digital financial innovation. […]

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  • Driving Financial Health with Artificial Intelligence

    Driving Financial Health with Artificial Intelligence

    By on November 22, 2017

    Consumers are stressing over their finances and financial future more than ever: How can they make more? How can they save more? How can they spend less? How can they save for retirement? There are literally thousands of financial service providers that can all help consumers improve their financial well-being, which makes it difficult to […]

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  • How Back Office Innovation Will Transform Personal Financial Wellness

    By on July 6, 2017

    At the recent Center for Financial Services Innovation (CFSI) EMERGE Financial Health Forum, I was honored to be part of a panel on how “back office” innovation is required for financial institutions to fully engage with their financial wellness initiatives. Moderated by John Thompson, Senior Vice President at The Center for Financial Services Innovation, Brad Hanson, […]

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  • What Financial Health Means to Me: Peace of Mind

    By on June 29, 2017

    This post was written by Rowan McEvoy, an application product management intern at Envestnet | Yodlee in honor of the Center for Financial Services Innovation (CFSI) #FinHealthMatters movement.

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  • From Cambodia to America: My Journey to Financial Health

    By on June 29, 2017

    This post was written by Corinna Rin, an application product management intern at Envestnet | Yodlee, in honor of the Center for Financial Services Innovation (CFSI) #FinHealthMatters movement.

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