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.
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
Products to Support
Retail Banking Solutions
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.
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.