Retail Banking

  • Consumer Financial Well-Being Gets a Boost from UK Open Banking and Open Finance

    Consumer Financial Well-Being Gets a Boost from UK Open Banking and Open Finance

    Open Banking and open finance are one of the greatest changes in the competitive landscape in consumer finance in decades.

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  • Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Data Aggregation + Intelligence: The Keystone to Financial Innovation

    To stay competitive, today’s Financial Service Providers (FSPs) must provide consumers with the personalized digital financial choices and guidance they desire.

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  • FinGoal

    FinGoal

    FinGoal uses Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.

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  • The Platform for Financial Innovation

    The Platform for Financial Innovation

    The Envestnet | Yodlee Financial Data Platform provides the best and most comprehensive financial data across retail banking, credit, and wealth management.

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  • Yodlee Account Verification

    Yodlee Account Verification

    Help enable secure and seamless customer onboarding with Yodlee Account Verification. Confirm accounts, transfer funds effortlessly, and reduce fraud risk while enhancing the consumer experience.

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  • Transaction Data Enrichment

    Transaction Data Enrichment

    Turn ambiguous transaction information into clear, contextualized data to improve the customer journey and drive more meaningful digital insights and interactions.

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  • AI FinCheck

    AI FinCheck

    Envestnet | Yodlee AI FinCheck™ helps consumers build smarter habits and systems to reach their financial goals while enabling FSPs to optimise the customer experience.

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