Envestnet | Yodlee

Case Study Spotlight: Axos Bank Leads the Way in Digital Banking In a competitive digital banking landscape, Axos Bank is standing out by delivering customer-centric online experiences that help drive success. Since launching their new mobile app in August 2023, Axos has seen: ✔ Increased customer engagement and mobile-first success ✔ Enhanced account linking success through their partnership with Yodlee® ✔ Personalized financial solutions across banking, borrowing, investing, and planning By leveraging Yodlee’ s robust platform, Axos is redefining what seamless, data-driven banking looks like—and staying ahead in a rapidly evolving market. Learn more about their journey in our in-depth case study: https://bit.ly/4iXwrMo #DigitalBanking #FinTech #CustomerExperience #PersonalizedBanking #CaseStudy #AxosBank

Consumers today expect more—smarter products, personalized experiences, and seamless automation. Get a glimpse into the future of finance and empowered consumers with this short video: ✅ Advanced Personal Financial Management tools delivering actionable insights ✅ Data analytics and automation trends driving financial wellness ✅ Converging technology and capabilities to create experiences consumers love Learn how Yodlee® is shaping the future of Personal Financial Management. Watch now: https://bit.ly/3BDpbo7 #PersonalFinancialManagement #PFM #FinancialWellness #FinTechInnovation #Yodlee

We love our pets, and the numbers prove it. The pandemic sparked an unprecedented surge in pet ownership and spending, but our latest data suggests signs of stabilization. Using Yodlee® de-identified transaction data, we analyzed year-over-year changes in sales and average sales per transaction across three major categories. See the highlights: https://bit.ly/3DzfFTz Follow us for more insights into daily shopping and purchase behavior across industries, powered by the Yodlee data analysis team. #PetIndustry #MarketInsights #DataDrivenDecisions #FintechLeadership

Celebrating 16 Years of Innovation in Australia In November 2024, Yodlee marked 16 years in Australia! From launching with MoneyManager in 2008 to earning recognition as a FinTech Australia 2024 Finalist for Excellence in Open Data, we’re proud to be at the forefront of financial innovation in Australia. Some highlights of our journey: • Recognised as an Accredited Data Recipient and Intermediary under the Consumer Data Right (CDR). • Delivered tools like FastLink 4, our fully accredited open banking User Interface solution. • Launched Credit Accelerator, leveraging alternative data to help clients make smart and fast lending decisions. • Introduced Instant Account Verification to streamline account authentication. • Enhanced financial transaction clarity with Machine Learning-powered Transaction Data Enrichment. Here’s to 16 years of progress and a future filled with possibilities in Australia’s growing financial ecosystem. Read more: https://bit.ly/4fvEMni #AustraliaFintech #CDR #ConsumerDataRight #OpenBanking #FinancialInnovation #LendingSolutions #AlternativeData #Yodlee

How is AI shaping lending? Find out in our Data Driven Finance podcast. In this episode, Jose Tagunicar, Product Strategy, Analytics, and Risk Management at Stratyfy, talks with us about: • The balance between algorithms and human judgment in lending • What AI can and cannot do in credit decisions • Ensuring sound data for better lending outcomes • The competitive edge of alternative credit forms AI holds incredible promise in financial services—but also comes with challenges. Don’t miss this insightful discussion! Listen now: https://bit.ly/3DAZ7dC #Stratyfy #AIInLending #FinTech #DataDrivenFinance #AlternativeCredit #FinancialInnovation #CreditandLending

It's estimated that 45 million Americans are credit underserved. Join us for an exclusive webinar with Ocrolus as we highlight the impact of Al-driven document automation and open banking on improving access to reliable data for better decision-making. Register now: https://bit.ly/4gul9gh We'll explore how these technologies are reshaping the lending process, making it easier to access accurate, reliable data for smarter decision-making. #AI #OpenBanking #FinancialInclusion #DataAutomation #DigitalLending #FintechInnovation #CreditAccess

Listen to our latest Data Driven Finance podcast episode featuring Kat Cloud, Principal Director of Open Banking Compliance at Yodlee and Board Member at the Financial Data Exchange. With her experience previously leading UK Public Policy at Plaid, Kat brings invaluable insights into open banking and the CFPB 1033 rule. Listen now: https://bit.ly/3VxXgwB In this episode, we explore: > Open banking vs. traditional financial systems > Key takeaways on the CFPB 1033 rule > What happens if banks miss 1033 deadlines > APIs as the backbone of financial connections > Deadlines, innovation, and fintech’s future Like what you hear? Follow Data Driven Finance on Apple Podcasts, Spotify, or your favorite platform to hear new episodes the day they drop. #OpenBanking #CFPB1033 #Fintech #DataDrivenFinance #InnovationInFinance

Black Friday 2024: A New Spending Record Investors and market researchers, the data is in! This year’s Black Friday and Cyber Monday sales have shattered records, with overall spending up 10% year-over-year. Our latest blog dives into consumer trends that are shaping the retail landscape, including: • The explosive growth of e-commerce • Strong gains in big box and home improvement categories • Early discounting driving significant pre-Black Friday sales Why the boost? Stabilizing inflation and consumer confidence at its highest levels since 2023 are driving optimism—and sales. Read now: https://bit.ly/3ZRrCMW Want to understand how these trends could shape your investments? Follow our page for more detailed insights and stay ahead of the curve. #RetailTrends #ConsumerSpending #MarketInsights #YodleeData #BlackFriday2024

We’re proud to share that Kat Cloud, Compliance Principal Director - Open Banking at Envestnet | Yodlee, spoke at the NextGen Payments and Forum in Austin this week on the "Open Finance and Beyond" panel discussion. Kat joined leaders from the #FinancialDataExchange, #USAA, and others to explore preparing and scaling up for the innovations and business opportunities associated with open banking. A key takeaway? The importance of understanding Rule 1033 to navigate this transformative moment. Get prepared — read our blog: Understanding the CFPB Section 1033 Rule: A Comprehensive Guide https://bit.ly/41tMJWI for actionable insights on how the rule impacts Open Banking and your business. #RegTech #OpenFinance #NextGenPayments #Rule1033 #FinancialInnovation #FinancialTechnologyAssociation

The online gaming sector has enjoyed robust growth in spending over the past two years as fantasy sports attracted more customers across the country. https://lnkd.in/ec6XRTmN While DraftKings and FanDuel continue to command the majority of consumer spending in the fantasy sports space, new players like BetMGM and PrizePicks have started to carve out their own space. 🏈🏀⚾️ Take your bets on which company will be better positioned for the future.