Financial Wellness

Taking traditional Personal Financial Management (PFM) tools to the next level, the Envestnet | Yodlee Financial Wellness Solutions make it easy to provide the actionable advice and personalized financial coaching consumers need to improve their financial health.

Financial Data Platform

Next-generation banking experiences are born from Envestnet | Yodlee's Financial Data Platform. Our analytical financial data can help you identify key consumer financial trends and fine-tune market strategies to better attract and engage consumers. We have nearly two decades of experience to prove it.

Our Financial Data Platform provides the most comprehensive and accurate financial data at massive scale across retail banking, credit, and wealth management. This is made possible through the strengths of our data acquisition capabilities, extensive data cleansing & enrichment expertise, and massive scale. We partner with thousands of financial institutions and FinTech innovators, including 15 of the top 20 U.S. banks, enabling a massive data network associated with tens of millions of consumers.  

FinApp Series

Use our FinApp series individually, combine them to meet specific needs, fold them into your existing website, or leverage them to build your own apps. Powered by state-of-the-art data intelligence, these fully configurable white label applications or APIs are the ideal foundation for a trusted virtual financial wellness assistant.

AI-driven financial applications provide an unprecedented opportunity to optimize the customer experience and increase your share of wallet. From AI personal financial assistants to financial forecasting, our FinApps series is an integral part of our Financial Wellness Solutions. These white label, fully configurable financial management apps can be quickly integrated and deployed to provide users with easy ways to analyze, manage, and automate different aspects of their finances. Another option is to develop your own custom applications using our APIs that include the same enrichment, analytics, and business logic.

APIs

Build the next generation of innovative and disruptive financial solutions using our API and cloud platform. Easily connect our APIs with your apps and get access to the most robust, accurate and clear data in the financial services and FinTech industries. With advanced security and fraud detection, the data is safe and you're protected. It's easy to get started with our APIs through our Sandbox Environment, where you can test and build your idea for free. 

A Complete Wellness Ecosystem With Development Flexibility

Through ongoing innovation and partnerships with best-in-class FinTech providers, Envestnet | Yodlee Financial Wellness Solutions offer a variety of wellness expertise and specialized services. When you join our wellness ecosystem, you’ll receive full access to these financial wellness tools, which can be implemented as needed.

Whether you prefer an “out of the box” preconfigured financial wellness solution that can easily plug into your existing financial experience or want to build a signature experience from scratch but need help from a data and analytics perspective, Envestnet | Yodlee can help. With complete flexibility, regardless of your strategy, our Financial Wellness Solutions are designed to optimize your development resources and accelerate time to market. Learn more about financial wellness and how it can be measured.

Use the Envestnet | Yodlee Financial Wellness Solutions to Improve:

• Customer loyalty and share of wallet
• The financial wellness guidance you offer to customers
• Overall consumer engagement
• Product and service adoption
• Customer base intelligence and customer insights
• Marketing efforts and Next Best Offer (NBO) strategies