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Presenter Profile:

How they describe themselves: Envestnet | Yodlee is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers. Envestnet | Yodlee has proudly fueled digital financial innovation for more than 20 years and partners with more than 1,300 financial institutions and FinTechs in helping consumers achieve better financial lives.

How they describe their product/innovation: Insights Solutions enable FSPs to build and scale the hyper-personalized financial wellness experiences consumers expect – fueling better engagement, satisfaction, retention, and revenue. The key components include:

Insights Library | Understand consumer behavior and inspire users to take action.

Peer Benchmarking | Provide context and comparisons around spending and saving habits.

Personalized Views | Grow engagement by making it easy to see financial views around topics that matter to users throughout their financial wellness journey.

Product distribution strategy: Through financial institutions, through other fintech companies and platforms

Contacts

Press: Ross Townsend, Sr. Manager of Public Relations, Ross.Townsend@yodlee.com