Blog: Insights

Insights

  • 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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  • 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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  • Banking Disrupted Leadership Summit

    Envestnet | Yodlee Supports Banking Disrupted, A Silicon Valley Leadership Summit

    By on September 6, 2016

    What are the latest trends in fintech and unbundling the bank? Join us at the upcoming Banking Disrupted | A Silicon Valley Leadership Summit on September 14-16th, 2016 in Palo Alto, CA. We’re excited to announce that Envestnet® | Yodlee® has been selected to join an elite group of Silicon Valley visionaries, industry leaders and executives gathering to accelerate the innovation […]

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  • Women in Tech

    Envestnet | Yodlee Supports Women in Tech Networking Event

    By on July 29, 2016

    According to Innovate Finance’s recent Women in Fintech report, women hold less than 5% of top executive roles at Europe’s top 50 fintech firms, and there was only one female CEO in that collection. This is a common problem in a multitude of business sectors. The Fortune 1000 list of America’s 1,000 largest companies features just 51 female CEOs. And […]

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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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  • 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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