Envestnet Yodlee India

06/10/2022

Get to know the new Envestnet Portal at this year's American Banker Small Biz Banking Conference at booth number 205 today and tomorrow. Our SMB Portal is a white-label digital banking add-on that delivers a centralized view of business and financial data. We can’t wait to show you how the SMB Portal can help you identify opportunities to grow and build stronger relationships with clients so they can live an .

Financial institutions have unique relationships with small to mid-sized businesses (SMBs). Years of support, and even side-by-side collaboration, position banks as trusted partners. Read more.

06/10/2022

is shaping the way consumers interact with their finances and increasing the ease and efficiency of and non-CDR data sharing between financial institutions. It’s helping expand their innovation and growth, leveling the playing field by creating more competition with major financial institutions through equal access to data. Read more. http://ow.ly/eFZv50KO3H5

10/08/2022

In today's market, AI and data analytics have replaced the need for trading based solely on instinct.

Hear from Farouk Ferchichi, Group President of Envestnet Data and Analytics, in this video from InvestmentNews, explain that while the newer method might improve investment results and limit risk, the data has to be right in order to achieve success.

Wall Street firms are using AI and data analytics to improve investment results and limit risk. But the data has to be right, says Farouk Ferchichi, Group President, Envestnet Data and Analytics.

26/07/2022

, Tim Poskitt, Senior Director & Country Manager of Australia & New Zealand, shared his insights on the state of New Zealand on a recent Deloitte/FinTechNZ PulseCheck Open Banking Report Release webinar.

Dive right in—scroll to minute 56 to see Tim's presentation. 👍

FinTechNZ is a purpose driven community. We contribute to New Zealand’s prosperity through technology innovation in financial services.

18/07/2022

With our partnership with Simply Zibra, an Australian fintech whose pioneering payment banking card will take the Australia payments ecosystem by storm, users will have a digital wallet with access to all their payments in one space including rewards, accounts, and banking, helping clients live a more .

It’s been a pleasure working with founders Trina Ray Choudhury and Elliot Braham, in supporting them with access to , and we are looking forward to their expansion!

18/07/2022

Did you know? 🤔Pairing our new core payroll data aggregation product with our core consumer spending data aggregation product can help you understand cost pressures and operating leverage, leading to better business decisions.

Rising inflation, labor shortages, and concerns over slowing consumer spending growth are impacting companies of all sizes, causing their profit and loss statements (PNLs) to shift under the weight of today’s changing economy. But how exactly? Most importantly, how can you look down their PNLs so ...

12/07/2022

Yodlee's data analytics helped researchers examine the Child Tax Credit expansion and find outcomes prior studies have not examined, such as detailed spending categories, savings, debt payments, and overdraft fees. Get the results here. 👉

In 2021, President Joe Biden enacted the American Rescue Plan Act, which expanded the Child Tax Credit (CTC) significantly for one year, making it the largest U.S. child tax credit ever. It temporarily increased benefit levels to an annual maximum of $3,000 per child under 18, and $3,600 per child u...

30/06/2022

📣 We’re pleased to announce our new partnership with Ayla, Australia’s largest automated bills payment business, and its founder, George Wang! We are excited to:

🔸 Power yet another growing Australian with access to data to expand the Australian Fintech ecosystem

🔸Provide Ayla with access to data under the CDR Representative model

🔸Support upcoming launches overseas!

30/06/2022

The leading Financial Data Platform, AI-powered FinApp series, and APIs are the building blocks of our Financial Wellness solutions. See how it can help you coach consumers toward financial wellness.

Financial Wellness Solutions from Envestnet | Yodlee make it easy to provide personalized financial advice to consumers in order to improve their financial health. Learn more about Financial Wellness Solutions from Yodlee.

06/06/2022

We’re thrilled to be a sponsor and judge of the Proptech Association Australia Awards 2022 Gala Event! We’ll also be presenting the winner of the Data Accelerator Award who will receive 6 months of API access!

Congratulations to the Data Accelerator Award Nominees:
Futurerent
Instarent
NestEgg Loans
PropertyDirector
Realtime Conveyancer
Teamlink

Proptech Awards for Australian proptech hosted by the Proptech Association Australia

06/06/2022

Our webinar offers insights about the upcoming crypto insight tools along with other portfolio holdings, so you can better manage clients’ risk exposure and diversification strategies. Watch now.

Watch our on-demand webinar to explore how tools like ACATS streamlines advisor workflows by aggregating and verifying account information to accelerate the asset transfer process while reducing risk.

06/06/2022

https://www.linkedin.com/posts/envestnet_pridemonth-activity-6937840165356810240-j7lD?utm_source=linkedin_share&utm_medium=member_desktop_web

Every June across the world, it is important to come together to both celebrate Pride and recognize the LGBTQIA+ community. At Envestnet, we aim to continue...