Blog: Webinar

Webinar

  • 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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  • 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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  • How Can Banks Better Engage Gen X and Y Investors?

    By on December 13, 2016

    As Gen X and Y begin to accumulate more wealth—and inherit it—they are forcing financial institutions to radically rethink how they deliver services and evolve their digital wealth management offerings. How can financial institutions engage Gen X and Y prospects, who are generally more conservative and less trusting of financial advisors than their baby boomer parents?

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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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  • Financial Chatbot

    Financial Chatbot Abe Enables Holistic Money Management with Envestnet | Yodlee API

    By on November 28, 2016

    Imagine being able to contact a digital financial advisor, ask straightforward questions, and get instant answers at any time of day. This advisor can view your entire financial picture — all your financial accounts, bills, and payments — and let you know whether you can afford a particular purchase or not.

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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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  • Intelliflo's Personal Finance

    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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  • 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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