Finovate Demo
Video Archives

Presenter Profile:

How they describe themselves: Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 11 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help improve the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers.

How they describe their product/innovation: The tight integration of Envestnet and Envestnet | Yodlee provides comprehensive data along with holistic financial guidance to manage complete financial health. This application provides: 1) the ability to forecast events so the user is prepared for the future, such as a low balance, recurring expenses and emergencies; 2) personalized micro-advice and notifications that are curated for actionable guidance, and 3) financial health education to enable the user to make smarter money choices. Our solution will enable millennials to learn the guiding principles of financial health as well as stay on top of their short and long-term finances anywhere, anytime.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms

Contacts:

Press: Jenna Cheng, Sr. Marketing Manager, Public Relations and Social Media, jcheng@yodlee.com
Sales: Katy Williams, SVP, Envestnet, katie.williams@envestnet.com & Julie Solomon, VP, FI Solutions, Americas Envestnet | Yodlee, jsolomon@yodlee.com