Financial Wellness Solutions for Retail Banking
Key Benefits
By partnering with Envestnet | Yodlee, you revolutionise the way your customers spend, save, borrow, and plan for their financial future. It's money management in the digital era.
Deep Consumer Insights
Provide actionable financial guidance to consumers across devices and user interfaces thanks to key consumer insights
Real-Time Account and Enriched Transaction Data
Combining individual consumer data from 14,000 sources and hundreds of thousands of accounts globally updated in real-time
Lifelong Financial Wellness Support
Enable automated daily measuring, monitoring and optimisation of financial management tasks for better financial health
Conversational AI
Allow your customers to interact with their finances on their terms, using natural human language regardless of device
Personalised Offers
Easily match your services, products, & educational content to your customers' needs & transform their financial lives
Flexible APIs or fully built FinApps
Choose between our our easy-to-use, highly-customisable APIs or our user-friendly, award-winning FinApps
Products to Support
Retail Banking Solutions
On-Demand Webinar
The Open Banking Experience: Getting on Track
The pivotal September PSD2 deadline is bringing to the fore the complex challenges related to compliance and the confusion many companies have regarding commercial benefit. Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.
Trusted By
Retail Banking Information & Insights
Check out data sheets, white papers, on-demand webinars and more–all designed to help you lead customers to improved financial wellness.