Envestnet | Yodlee

Envestnet | Yodlee is a pioneer in financial data aggregation and offers cutting-edge solutions for financial institutions and fintech companies. Founded in 1999, it has become a trusted partner for more than 1,400 financial services and technology companies, including 17 of the top 20 U.S. banks.

Envestnet | Yodlee provides a range of products and APIs that help businesses break down data silos, deepen customer relationships and fuel financial innovation. Some of the key solutions include:

• Data Aggregation: Access to more than 17,000 global data sources to gain a deeper understanding of customers' financial lives.
• Alternative Credit Data: Help credit invisibles shine a light on their financial lives with Envestnet | Yodlee Credit Accelerator.
• AI-Powered Financial Experiences: Create connected financial experiences powered by AI to engage customers.
• Transaction Data Enrichment: Categorize and enrich transaction data to create a better customer experience and digital journey.
• Financial Data APIs: Secure, permission-based access to retail, wealth and credit data.
• FinApp Series: Customizable financial applications that offer actionable financial guidance and coaching.
• Data Analytics: Provide analytics and insights to fintechs, financial institutions and merchants.

Envestnet | Yodlee supports a wide range of use cases, including:

• Retail Banking: Understand market trends and grow your business with confidence.
• Credit and Lending: Use alternative data to help credit invisibles and power inclusive lending.
• Open Banking: Keep up with consumer and open banking requirements.
• Financial Wellness: Offer personalized financial advice and dynamic experiences.
• Tech and FinTech: Fuel innovation with data and smart APIs.
• Wealth Management: Offer strategic financial advice and unique business insights.

Using Envestnet | Yodlee, businesses can grow revenue, improve customer satisfaction and meet regulatory requirements. The platform is built with bank-level security and follows best practices for risk, compliance and consumer privacy. Customers can easily integrate these solutions with their existing infrastructure, allowing for easy scaling and evolution of their financial services.

Published on June 29, 2024