• 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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  • 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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