Retail Banking Solution

Retail Banking

Improve your customers' financial health with useful tools, data driven insights & personalized financial coaching.

Financial Wellness Solutions for Retail Banking

Key Benefits

By partnering with Envestnet | Yodlee, you revolutionize the way your customers spend, save, borrow, and plan for their financial future.  It's money management  in the digital era.

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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 17,000 sources and hundreds of thousands of accounts globally updated in real-time

Lifelong Financial Wellness Support

Enable automated daily measuring, monitoring and optimization 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

Personalized 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-customizable  APIs or our user-friendly, award-winning FinApps

Powering Dynamic Innovation for Financial Services
500M+
LINKED ACCOUNTS
30M+
USERS WORLDWIDE
50+
PATENTS
Retail Banking Solutions Case Study

Case Study

Simplified Money Management

With more and more consumers looking to manage their money online, this global bank needed to enhance its offerings, and turned to Envestnet | Yodlee to help users easily track their spending.

  • Spending & saving tools
  • Intuitive UI
  • Actionable advice
  • Simple money management

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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.