Guide consumers toward financial wellness with a revolutionary financial coach that dynamically measures consumers’ financial health. Delivering personalised insights and recommendations alongside financial coaching, Envestnet | Yodlee AI FinCheck™ helps consumers build smarter habits and systems to reach their financial goals while enabling Financial Service Providers (FSPs) to optimise the customer experience, establish their role as a trusted financial partner, and increase share of wallet.
Other content in this Stream
55:33On-Demand Webinar: Supporting Global SMB Growth and Transcending Borders with Financial Data
59:32On-Demand Webinar: The Next Era In Lending: Lenders Will Take The Path of Pragmatic Innovation
1:00:16On-Demand Webinar: Helping Consumers Navigate the Financial Crisis by Boosting Financial Literacy and Responsible Lending
1:00:51On-Demand Webinar: Open Banking in 2022 - What It Looks Like, Where It’s Going, and How to Unlock the Benefits
The Consumer Data Right is gaining steam in Australia, and forward-thinking banks and FinTechs are incorporating open APIs into their business strategies to deliver new products to expand their reach.
Raiz Invest Case Study
Raiz relies on Yodlee transactional data to fuel their Round-Ups feature, which rounds up each purchase to the next dollar. Read about the full solution.
58:51On-Demand Webinar: Behind the Growth in Australian FinTech and Shift in Digital Banking
Watch our on-demand webinar to learn what's behind the growth within the Australian FinTech industry and how increasing innovation and empowering consumers is the key to success.
1:00:09On-Demand Webinar: Competing and Winning in Today's Evolving Lending Landscape
Watch our on-demand webinar for insights from Forrester’s research about the many challenges facing lenders today and discover strategies for overcoming them.
Data Intelligence Fuels Financial Wellness
FSPs have a tremendous opportunity to partner with consumers and provide financial education, advice, and realistic goal-based solutions for achieving financial wellness.
Drive Your Innovation with Envestnet | Yodlee Financial Data Aggregation
If you need access to customer financial data, the Envestnet | Yodlee Financial Data Platform provides the connection
FastLink for Data Aggregation
Envestnet | Yodlee FastLink offers an intuitive, omni-channel experience for consumers to securely add all held-away financial accounts from thousands of institutions, in seconds.
Account Verification
Envestnet | Yodlee Account Verification offers a safe, secure, and fast way to onboard consumers, aggregate accounts, and enable risk decisions for further services.
Transaction Data Enrichment
Envestnet | Yodlee Transaction Data Enrichment solves these problems by turning ambiguous transaction information into clear, contextualised data.
Providing Payment Support to Deliver Personalized Consumer Applications
Envestnet | Yodlee brings global financial data together so you can combine it in powerful ways to deliver personalized and dynamic payment applications that delight consumers.
Banjo Loans
Banjo is an online lender providing secured and unsecured loans to small businesses, many of which have no lending product other than a credit card.
86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information.
8 Strategies to Support Your Customer During Uncertain Times
Discover which strategies your organization should be leveraging in order to provide the digital financial solutions your customers need.
Envestnet | Yodlee Transaction Data Enrichment is a part of our Financial Cloud Platform. Transaction Data Enrichment automatically scans raw, unsorted credit card and transaction data.
Drive Your Innovation with Envestnet | Yodlee Financial Data Aggregation
If you need access to customer financial data, the Envestnet | Yodlee Financial Data Platform provides the connection.
Yodlee Account Verification provides a safe, secure, and fast way for companies to bring consumers on board quickly and efficiently.