FinovateFall 2018 / Envestnet | Yodlee

Presenter Profile:

How they describe themselves: Envestnet, Inc. is a leading provider of intelligent systems for wealth management and financial wellness. 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 13 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 transform 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: Envestnet | Yodlee uniquely positions our customers to leverage AI/machine learning to deliver predictive Financial Wellness applications that provide actionable guidance to their consumers. This data science then enables Envestnet | Yodlee to share these insights back to our customers through an omni-channel business intelligence solution. We enable our customers to ask deep analytical questions and get simple answers back across either web, desktop, mobile, or a conversational interface (e.g. Amazon Alexa). Because of our solution’s ability to extract complicated data sets, users can naturally ask the platform a question and receive the exact answer they are looking for – nothing more.

Product distribution strategy: Direct to Business (B2B)


Bus. Dev.: Julie Solomon, SVP Sales,
Press: Keith Mutzman, Senior Marketing Manager,

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