Envestnet | Yodlee Analytics for Financial Institutions

Transform Data Into Actionable Insights

Data by itself, without business or quantitative analysis, cannot answer key business questions or provide the insights needed for financial services executives to become more competitive. Furthermore, obtaining the deep business intelligence specific to their firm can be difficult, expensive, and time consuming.

With Envestnet® | Yodlee® Analytics for Financial Institutions, customers can easily apply advanced analytics tools to a comprehensive set of data to uncover key business advantages and act upon opportunities. Our solution consultants can help your firm maximize the value of our analytics and data visualization capabilities.

Institutions using this unique solution will be able to address key drivers to their business, identify current risks, and find their best growth opportunities. They can also discover unprecedented insights about clients by user attributes. With this data-driven approach, our customers can confidently plan for the future growth of their business.

To learn how Envestnet | Yodlee Analytics can help you answer key business questions and execute on the best opportunities, contact us.

Use Data To Gain Answers to Key Business Questions:

Performance Indicators

How are my key performance indicators trending, such as assets, revenue, client account performance, and won/loss clients?

The Competition

How do you benchmark against your competitors?

Growth Opportunities

Where are our opportunities for growth?

Wallet Share

What is our wallet share with clients?

Where Are Your Greatest Opportunities for Growth?

  • Identify held-away cash opportunities
  • See client’s spend averages
  • Use benchmarking tools to measure wellness

Additional Data Analytics Advantages for Financial Institutions

Business Drivers

Identify the business drivers that enable success

Fee Comparisons

See if your financial institution is setting fees appropriately and competitively

Estimated Revenues

View estimated revenues by month and by year

Trends

Examine the trends in/out of investment vehicles