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[Yodlee]() [CTA Text[arrow]]() Newsletter Timely information to help grow your business and connect your clients to an Intelligent Financial Life™. Read on for this edition of FinSights. [CTA Text[arrow]]() SAVE THE DATE 2023 Envestnet Engage: Data & Analytics Symposium We’re proud to announce our new 2023 Envestnet® Engage: Data & Analytics Symposium. This novel event will be geared towards Bank and Tech industries and will be taking place in Scottsdale, Arizona early in August. [Learn More[arrow]]() NOTABLE PRESS Envestnet Named Data Transformation Solution of the Year We're honored Envestnet was named the "Data Transformation Solution of the Year" by Data Breakthrough for our Transaction Data Enrichment (TDE) offering that processes millions of financial transactions daily and leverages deep learning modules to accurately categorize, identify, and generate insight for a transaction. [See the 2023 Winners[arrow]]() THOUGHT LEADERSHIP The Business Case for Data Aggregation Envestnet Data & Analytics (D&A) commissioned Forrester Consulting, an independent research firm, to investigate the total economic impact of Envestnet Data Aggregation, assessing the benefits, costs, and risks associated with the investment. Although results will vary for different firms, Forrester’s analysis made a clear case for the significant ROI potential of the Envestnet Data Aggregation solution. [Read Blog[arrow]]() FEATURED INSIGHTS Envestnet Named Leader in Open Banking Envestnet has been named a leader in The Forrester Wave™: Open Banking Intermediaries, Q1 2023 report. The report analyzed and scored 13 of the most significant open banking intermediary providers, including Envestnet, and assessed how each measured up across 24 evaluation criteria to help banking and financial services providers choose the best provider for their needs. [Read More[arrow]]() Survey: Financial Aggregation Helps Drive Customer Loyalty With the rise of digital banking and multiple banks offering similar commoditized offerings, how can financial service providers stand out? Simple – by delivering personalized experiences and insights customers are looking for by tapping into aggregated financial data. [Learn More[arrow]]() PRODUCT SPOTLIGHT Access Customer-Permissioned Alternative Lending Data Traditional credit data is often out of date and only provides a limited view of a consumer’s overall financial health and ability to manage new debt. By integrating our Credit Accelerator offering, an alternative data set can be refreshed to help you qualify, underwrite, and manage loans more quickly and to a larger group of consumers difficult to evaluate with traditional sources. [Learn More[arrow]]() How to Win in the Payments Ecosystem with Intelligent Data Over the 5,000-year history of money, two major transformations completely revolutionized society. One was minting metal coins in standard weight. The other was the replacement of metal coins with paper currency. Today, we’re going through a third major transformation as the world moves from paper cash to digital payments. Learn how you and your organization can stay on the cutting edge of this new payments revolution. [Read eBook[arrow]]() Accessing Transparency in Bank Deposit Cashflows: The Envestnet Bank Deposit Index Uncertainty over recent events in the banking industry has generated a need for immediate insights into net deposit flows. Financial institutions need a clear vantage and data-driven insights into their plans to help maintain adequate cash reserves, enable customer outreach programs, and inform proactive business strategies. The Envestnet Bank Deposit Index is a proactive solution to help monitor cashflow for greater transparency and accuracy, providing daily views and insights into deposit inflows and outflows. To learn more or request a demo, contact your Envestnet account representative or reach out below. [Contact Us[arrow]]() UPCOMING WEBINAR How to Get Access to More Holistic and Timely Lending Data Economic uncertainties have reduced the effectiveness of traditional credit scoring, yet all too often, lenders are working with incomplete or latent data and credit scores based on past credit behavior. Fortunately, there’s an efficient way to get a more accurate picture. Join our upcoming webinar on May 18th to learn more about our Credit Accelerator offering. [Register Now[arrow]]() ON-DEMAND WEBINAR Thought Leadership Webinar with American Banker ROI matters. But how do you quantify if your data aggregation approach delivers revenue growth and operational efficiency? Envestnet commissioned Forrester Consulting, an independent research firm, to answer this exact question. Watch our on-demand webinar for a deep dive into their findings. [Watch Now[arrow]]() Protecting Bank Data with Verified Account Tokens With more and more consumers transacting online, the payments community is turning to account tokenization to streamline and secure money movement and account verification processes. How can your organization implement account tokens, what are the benefits and where do you begin? All of those questions and more are answered in our new on-demand webinar. [Watch Now[arrow]]() UPCOMING INDUSTRY EVENT Marcus Evans: Open Finance, APIs, & Partnerships, June 26-27 Join us in Boston June 26th-27th for the Open Finance, APIs, and Partnerships conference. Eric Jamison, Head of Product - Banking and Technology at Envestnet Data & Analytics will be speaking on a panel about the adoption of Open Banking. Plus, hear from other industry heavy-weights on other key industry topics. [Learn More[arrow]]() Want More Information? Want More Information? We’re one click away. To learn more, visit us [online]() or [contact us]() for a demo. [CTA Text[arrow]]() [Yodlee]() [Youtube]() [LinkedIn]() [Twitter]() [Facebook]() 999 Baker Avenue, Suite 100, San Mateo, CA 94404 © 2023 Yodlee, Inc. [Privacy Notice]() [Contact]() [Unsubscribe](