Envestnet | Yodlee Reviews & Product Details

As a global leader in open banking, data aggregation, and data analytics, Yodlee powers innovation and insights for financial service providers and tech firms and their customers. By connecting vast, enriched data sets and surfacing actionable insights, Yodlee helps organizations uncover and act on valuable growth opportunities. Our open banking platform provides reliable access to financial data through robust APIs, empowering innovators focused on helping customers live better financial lives. With consumer-permissioned connections to financial data across banking, insurance, investments, and wealth management, we’re supporting not just open banking, but true open finance. Our data-driven solutions have been recognized with an award for Best AI-based Solution for Financial Services and the Data Transformation Solution of the Year award from Data Breakthrough. We also received a Tech of the Future 2024 award for personalization from Fintech Futures and other honors. Over 600 tech companies and 16 of the top 20 U.S. banks rely on Yodlee’s data science tools and 19,000+ global data sources to drive retail banking, credit and lending, account verification, financial wellness, wealth management, and other services. To learn more about Yodlee, please visit https://www.yodlee.com/. Leverage open banking connections Yodlee is ready to be your open banking partner, with an open banking infrastructure and established, long-term relationships with data providers. Our parent company Envestnet was named a leader in "The Forrester Wave™: Open Banking Intermediaries, Q1 2023" report, and we continually advocate for consumers’ rights to share their financial information with third parties to enable the creation of innovative new services and products. Learn more at https://www.yodlee.com/open-banking. Access and aggregate financial data Our Aggregation APIs give you the power to access accounts at most institutions, and are combined with data enrichment and augmented by powerful data analysis, all from a single open-banking-ready platform. Use our data aggregation tools and APIs to deliver holistic financial views, timely financial wellness advice, and next best actions for your business and customers. Learn more at https://www.yodlee.com/data-aggregation. Verify bank accounts Validate account information and connect verified accounts without the need for micro-deposits or bank account numbers using Yodlee’s account verification technology. Our patented and proprietary technology meets National Automated Clearing House Association (NACHA) rules for screening online payments to deter fraud, and we’re a Nacha Preferred Partner. Learn more at https://www.yodlee.com/account-verification. Clarify and simplify transaction data Our award-winning transaction data enrichment service turns ambiguous raw transaction data into clear, easy-to-use contextualized data to help financial institutions extract deep insights into customer needs and behaviors and improve the customer experience. It also enables consumers to recognize their financial transactions and gain greater clarity. Learn more at https://www.yodlee.com/data-enrichment/transaction-data-enrichment. Support financial wellness Take Personal Financial Management (PFM) tools to the next level with dynamic financial wellness solutions that can help your customers better understand their finances, track bills, manage subscriptions, get personalized coaching, and take steps to improve their financial health. Learn more at https://www.yodlee.com/financial-wellness. Tap data analytics Use data-driven analytics to unlock strategic insights and fully personalize the customer experience. Better understand consumers, deliver meaningful recommendations and product offerings, and drive higher engagement and loyalty by addressing customers’ pain points and meeting their unique needs with analytical tools like our personalized insights solution , which won the AI Breakthrough Award for Best AI-based Solution for Financial Services . Learn more at https://www.yodlee.com/retail-banking/financial-insights. Visit yodlee.com to learn more.