Save for a Goal

Help Consumers Set, Achieve, and Fund Their Goals

Consumers are more likely to meet their saving goals with tools that help automate their savings and visualize their progress. The Save for a Goal solution (available as a FinApp or API) empowers consumers by automating their savings to meet milestones and time-based goals –whether it’s a specific purchase or preparing for a rainy day, college, or retirement.

With Save for a Goal, consumers can easily set and track multiple savings goals, and they can use a single account or multiple cash and investment accounts to fund their goals. Handy reminders, alerts, and notifications such as progress bars, charts, and graphs keep consumers engaged and emotionally attached to their goals. Contextual, bite-sized financial coaching educates consumers on the importance of saving and guides them through important decisions like how much to set aside, thereby improving their financial wellness.

Save for a Goal helps consumers:

  • Build goals to help with short- and long-term financial planning, such as buying a new purse, new car, or retirement
  • Plan for lifestyle goals such as planning for a vacation or a new family member
  • Understand how much they can afford to save and set aside to reach their financial goals

With a realistic, customized view of what’s possible, based on their individual finances, Save for a Goal helps consumers in their quest to achieve financial wellness.

Key Benefits

  • Engaging and Empowering: Enables consumers to prepare for short- and long-term goals, life events, and specific purchase goals or time-based goals
  • Consumer-focused: Users can prioritize between goals and the accounts used for funding them
  • Step-by-Step Guidance: App provided guidance and contextual bite-sized financial coaching supports and encourages consumers to complete their goals
  • Easily Personalized: Users can customize goals based on their needs

Ease of Use

  • User Friendly: Engages and easily on boards novice users who have never saved for a goal before
  • Visualization Tools: Alerts and notifications like progress bars, charts and graphs, and alerts keep users moving forward and motivated to achieve their goals
  • Responsive Design: Flexible design enables users to see their goals across a spectrum of devices, user interfaces, and platforms
  • Easy Integration: Easily deploy as a responsive FinApp or via the Save for a Goal API

Related Resources

Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Envestnet | Yodlee Financial Wellness Solution Brochure

The Envestnet | Yodlee Financial Wellness Solution powered by data intelligence provides engaging personal financial experiences with actionable insights for consumers and financial institutions.
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Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Turn Retail Banking Disruption Into Opportunity

Financial Institutions will have an advantage if they listen closely to their customers and meet their desire for online financial management tools.
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Envestnet | Yodlee Data Analytics for Retail + Commerce Signals Data Sheet

Envestnet | Yodlee Financial Wellness Solution for Retail Banking

The Envestnet | Yodlee Financial Wellness Solution for Retail Banking is a suite of FinApps and APIs that go far beyond just organizing historical financial data.
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