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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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  • Envestnet Yodlee Incubator

    An Inside View of an Acquisition

    By on July 13, 2016

    Dan Bomze is a product guy at heart, but his passion for design and engineering also drove him to be a serial entrepreneur — pursing and building passion projects. In 2013, after he had already founded three companies, he teamed up with Chuck Dietrich to form Mobile Data Labs. Their vision was to create a smartphone app for tracking vehicle […]

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  • Ynext Incubator Success

    What We Look For In Incubator Applicants

    By on July 10, 2016

    Here at the Ynext Incubator we just wrapped up our Cohort 2 Demo Day last month. It was a great event: our companies killed their pitches and the many investors in the audience were duly impressed. But no resting on our laurels here. Instead, we just opened up applications for Cohort 3. We want our next class to be even […]

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  • Accounting Seed For Salesforce

    Accounting Seed Offers Exclusive Accounting Platform for Salesforce

    By on July 5, 2016

    Salesforce.com users who need convenience and easy to use accounting systems can turn to Accounting Seed, the premiere accounting application developed exclusively for Salesforce®.

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  • Castlight Consumer's Financial Capability

    Castlight Brings Clarity to Consumer’s Financial Capability

    By on June 24, 2016

    In the UK, when selling financial services, lenders and financial advisors need to know if a customer can actually afford the product. Whether it’s a loan or investment product, Castlight Financial provides credit and financial information about a particular customer, and paints their complete financial picture through aggregated data.

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  • Ynext Incubator Success

    How to Succeed in the Incubator

    By on June 15, 2016

    Entrepreneurs sometimes ask how they can get the most out of our incubator; what makes a company really excel in the program? With our second cohort recently graduating, the picture of a successful participant is crystalizing. I doubt that the hallmarks of success are any different at Ynext than in any other incubator – they are pretty much common sense […]

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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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  • Customer Support: Competitive Advantage

    Turning Customer Support into Competitive Advantage

    By on June 5, 2016

    Customers today have more power than ever before. With review websites, “like” buttons and instant rating systems, both good and bad news about a company’s service can travel far and fast. Customer service expectations are changing, too. Companies that deliver a friction-free, seamlessly satisfying experience have raised the bar for everyone else. As a result, healthy customer relationships are extremely […]

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  • 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

    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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