Blog: Insights

Insights

  • Open Banking – What Does It Mean for Banks and Fintechs?

    By on August 2, 2017

    Open Banking is a new set of regulations in the UK that were created to give consumers more control over their money. The Competition and Markets Authority (CMA) issued new rules that would allow consumers to more easily manage their money, switch accounts to find the best deals for their particular needs, as well as avoid high overdraft charges. These […]

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  • Debunking Myths about Privacy and Security in the Fintech Industry

    By on July 19, 2017

    With the explosion of fintech tools available to consumers over the last several years, some financial institutions are advancing the notion that consumers put their privacy and security at risk when they use tools provided by anyone other than their bank. At Envestnet | Yodlee, we don’t find this to be true and would like to debunk some common myths […]

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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, President of Meta Bank, and […]

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  • OCC Seeks to Make Banks Fintech Enforcers

    By on July 6, 2017

    The Office of the Comptroller of the Currency (OCC) last year announced to great fanfare – and some criticism – that it would pursue a path towards considering applications for special purpose federal banking charters from fintech companies involved in making loans, taking deposits, and/or clearing or cashing checks. The OCC’s proposal represented an effort by America’s lead national bank […]

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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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  • B2Banks Trends Panel at Empire Startups FinTech Conference in NYC

    By on June 20, 2017

    We had a chance to participate in the Empire Startups FinTech Conference, part of FinTech Week NYC, this past April. The event brought together more than 500 FinTech leaders, developers, and entrepreneurs to look at the newest startups and opportunities in the world of financial technology.

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  • Envestnet | Yodlee Unveils Personal Financial Wellness Solution

    By on June 9, 2017

    Over the past 17 years, Envestnet® | Yodlee® has enabled financial institutions and fintech developers to create innovative digital banking experiences that help consumers manage their personal finances, get loans, move money or receive investment advice.

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  • Leveraging Transaction Data for Greater Customer Insights

    By on April 28, 2017

    Transaction data can carry a lot of information, but much of it gets lost in its current difficult-to-read, garbled state. If you’ve ever tried to decipher your credit card bill, you know how hard it is to decipher what you’ve actually purchased.

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  • Curacubby Makes Billing, Collections Easier for Preschools

    By on April 20, 2017

    Innovation is a direct result of people seeing problems and creating solutions. Five years ago, a group of passionate parents and educators, including Steven Khuong and his wife, started a preschool program for children with special needs out of the increasing demand for whole-child approaches to Autism; Khuong’s son was diagnosed in 2009. However, their school’s neuro-diverse goals were quickly […]

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