Blog: Insights

Insights

  • Envestnet | Yodlee Powers Global Financial Innovation with Leading Patented Technology

    By on March 21, 2017

    Fueled by technological advancements as well as shifting demographics and consumer preferences for more personalized, intuitive user experiences, the financial services industry is more focused on digital innovation than at any other point in its history. The emergence of new and disruptive financial technology has been significant and is fueling the need for innovation by traditional financial institutions attempting to […]

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  • The Democratization of data: Protecting consumer rights in the battle over data access

    By on March 20, 2017

    How much should I save for retirement? How aggressively should I pay down my student debt? How much money should I have in savings?  Millions of consumers face these types of questions every day as they seek to gain control over their finances. As they work to right-size their financial lives, consumers often turn to trusted financial advisors, friends, and […]

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  • Blog showcasing Citi and Envestnet | Yodlee information

    Envestnet | Yodlee Proud to Support Citi’s Global Tech for Integrity Challenge

    By on March 3, 2017

    We’re excited to be an “Ally” with Citi during their Citi Tech for Integrity Challenge (T4I), an open innovation competition that asks corporate teams and small businesses to find innovative solutions that promote integrity, accountability, and transparency in the public sector. T4I is not only targeting companies in the “Govtech” space, but also companies in financial transactions, cyber security, big […]

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  • After the Loan: Continuous Monitoring of the Consumer

    By on February 6, 2017

    The online lending industry is completely transforming the offline lending industry. From turning offline loan applications to digital applications, all the way to using banking data to better include the underbanked and verify assets, the lending process is becoming more streamlined, with less friction and more comprehensive data.

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  • Webinar Registration for Onboarding

    Webinar: Create A Frictionless Customer Onboarding Experience

    By on January 26, 2017

    Are you a banking executive looking to increase online customer acquisition? Providing a seamless customer experience and easy account opening process are key to acquiring new customers, reducing customer friction, and ultimately increasing revenue.

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  • How to Increase Customer Value Through Open API Initiatives

    By on January 12, 2017

    Globalization and digitalization are leading to major changes within the European banking system, as the EU’s revised Directive on Payment Services (PSD2) require banks to open up their customers’ account data to newly regulated third party providers.

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  • Financial Institutions Chatbots

    How Financial Institutions Can Boost Engagement With Chatbots

    By on December 5, 2016

    When it comes to the fintech world, bots have already found their way into a few basic functions with apps and some forward-thinking financial institutions, but they have a lot more potential. They can help your customers with basic information and tasks, such as opening an account, making mortgage payments, and even finding an ATM.

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  • Transaction Data

    New Research: Consumers Embrace Sharing Transaction Data to Improve Financial Outcomes

    By on October 21, 2016

    Considering the growth in demand for user friendly personal financial management apps that help consumers save money or make better financial decisions, Envestnet | Yodlee conducted a new quantitative research study to determine whether U.S. consumers are willing to share their transaction data in return for better products and services. The research also explored whether consumers would be concerned about […]

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  • Wealthsimple Investing Solutions

    Wealthsimple Helps to Simplify and Customize Investing Solutions

    By on September 26, 2016

    What is the smart and simple way to invest in your financial future? Investing can be scary and overwhelming. But the worst thing you can do is let your money rot away in a savings account. Our team at Wealthsimple is here to help and make smart investment simple for you.

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  • Cloud Based Financial Solution

    CountAbout Leverages Data to Offer Cloud-Based Financial Solution

    By on September 16, 2016

    Are you taking full advantage of cloud-based personal finance tools? With the surge in personal finance technology, how valuable can those tools be if you cannot access them seamlessly across devices? Accessibility is one of the few common threads shared by technology platforms. As populations become more mobile and the number of devices we use to access information grows, universal […]

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