Retail Banking

The Power of Yodlee Data

Empower your customers to reach their financial wellness goals through actionable insights with the Envestnet | Yodlee Financial Wellness Solution for Retail Banking.

Leveraging enriched data and artificial intelligence, this innovative suite of applications and APIs moves beyond typical personal financial management (PFM) solutions to enable you to offer truly actionable financial guidance to your customers across a spectrum of devices, user interfaces and platforms.

The Envestnet | Yodlee Financial Wellness Solution for Retail Banking draws on the power of real-time account and transaction data from over 15,000 financial sources and more than 100,000 separate account types globally to derive actionable information from consumers’ financial data in order to measure, guide, and improve consumers’ financial health.

Offering the industry’s most detailed customer view, this insightful solution can be used to identify and act on valuable cross-sell and up-sell opportunities for products and services that fit your customers’ unique goals and needs.

Build Your Solution with our Products

Drive financial wellness across digital channels with predictive and actionable financial wellness tools that empower your customers to reach their financial goals.

Gain critical visibility into a consumer’s financial picture with access to consumer permissioned data delivered through comprehensive, powerful risk insight reports.

Gain greater financial insights around consumer spending patterns and trends with categorized transaction data.