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Envestnet | Yodlee Blog: Insights

Blog: Insights

Insights

  • 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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  • FinnovateSpring 2016

    Envestnet Demos Advisor Now at FinovateSpring 2016

    By on May 25, 2016

    Our team recently had the chance to demo at FinovateSpring 2016, the renown conference that showcases cutting-edge banking and financial technology in a unique demo-only format. FinovateSpring 2016 was held on May 10 and 11 at the City National Civic in San Jose, California.

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  • Intelliflo's Personal Finance Portal

    Intelliflo’s Personal Finance Portal Enables Holistic Financial Planning

    By on May 23, 2016

    As I speak with experts about the state of global digital wealth management, I’m struck by the similarities between the UK and the US, specifically in how financial information is shared and used for holistic financial planning.

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  • Fintech Startup Success

    Five Ways to Minimize Risk for Fintech Startup Success

    By on May 18, 2016

    The global financial system is a highly complex network governed by numerous regulatory agencies, at several levels of government, which enforces a large, and evolving set of rules. At the most basic level, the purpose of regulations is to protect the trust of market participants. They need to be assured that they won’t unwittingly lose their assets (e.g. money, securities, […]

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  • Why We Need To Stop Sweeping Financial Literacy Under The Rug

    By on May 9, 2016

     There are a slew of skills considered necessary for “being an adult.” Some, like the ability to apply for jobs, pay bills and prepare (or procure) meals, are widely recognized, while others, like financial literary, do not attract the attention they deserve. In the UK, far too many people are entering “the real world” without the information they need to […]

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  • Money20/20 Europe

    4 Key Takeaways from Money20/20 Europe in Copenhagen

    By on April 28, 2016

    Recently I attended Money20/20 Europe – the world’s largest fintech conference held in Copenhagen, Denmark. While I talked with several attendees from financial institutions and fintech innovators, I noticed some common themes from our different conversations. They’re the same conversations we’re having across Europe with banks and technology companies, and it shows that everyone is talking about similar topics. 1. […]

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  • Hedgeable Gamifies Personal Finance for Millennials

    By on April 15, 2016

      Mike Kane, co-founder and Master Sensei of Hedgeable.com, has found a way to combine the things Millennials love about today’s technology with the importance of personal financial well-being.

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  • Driving Profitability in Lending

    Driving Profitability in Lending Through Technology and Data

    By on March 17, 2016

    We recently sponsored a webinar with VentureBeat to discuss new innovations in the fintech industry, and how lenders are using data aggregation, warehousing, and better analysis to assess the financial health of consumers and small businesses.

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  • Lending Profitability

    Leveraging Technology and Data to Drive Profitability in Lending

    By on February 27, 2016

    Envestnet® | Yodlee® and American Banker recently hosted a webinar on how to leverage technology and data to drive profitability in lending – led by Christine Pratt, senior analyst for Aite Group and Terry McKeown, practice manager for Envestnet | Yodlee, and moderated by journalist Michael Sisk, editor-at-large for American Banker.

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  • Fintech Global Entrepreneurship

    Fintech in the Era of Global Entrepreneurship

    By on February 17, 2016

    On January 27th-28th, I attended the CREDIT Conference, a fintech and marketplace lending event at Pier 27, San Francisco dedicated to Sino-US collaboration. There were prominent speakers and attendees from leading financial institutions, fintech companies and lending platforms such as Lending Club, Prosper, Kabbage and Avant; and San Francisco’s mayor, Edwin Lee, even spoke.

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