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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 & 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 & hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps & services for millions of consumers. Envestnet | Yodlee solutions help transform the speed & delivery of financial innovation, improve digital customer experiences, & drive better outcomes for our clients and their customers.

How they describe their product/innovation: Financial Health Check uses the consumer’s account & transaction-level data to measure & score their overall financial health across multiple dimensions including spending, savings, borrowing, and planning. Based on these indicators, consumers are provided with personalized recommendations & tools that can help them improve their financial health. These algorithms organize financial data across a consumer’s financial life stage, lifestyle, & behavior in order to provide actionable guidance through an optimized experience. Progress is tracked dynamically so consumers understand where they stand at any given time. FIs can use this score to deepen their relationship with customers by better understanding their financial needs. Through Envestnet | Yodlee’s data intelligence, consumers can receive personalized recommendations and insights based on their financial wellness. We unlock the power of account & transaction-level data to improve your customers’ financial lives.

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

Contacts

Press: Jenna Cheng, Senior Marketing Manager, jcheng@yodlee.com
Sales: Julie Solomon, SVP Sales, jsolomon@yodlee.com