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.
Most Recent Flipbooks
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
Transaction Data Enrichment
Envestnet | Yodlee Transaction Data Enrichment solves these problems by turning ambiguous transaction information into clear, contextualised data.
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.