FinSights 2023: Check out our latest content!

[Yodlee]() [arrow]() FinSights 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]]() RECOGNITION We’re proud to share that our Insights Engine for Banking (IEB) solution has been selected as the “Best AI-based Solution for Financial Services” in the sixth annual AI Breakthrough Awards program conducted by AI Breakthrough, a leading market intelligence organization that recognizes the top companies, technologies, and products in the global Artificial Intelligence (AI) market. [Empower Your Business[arrow]]() ON-DEMAND WEBINARS Are you working harder than your bank data is? Activate your transaction data to deliver smarter insights and proactive next-best actions – so you can be more productive, more connected to your customers, and more efficiently growing your book of business. Watch our on-demand webinar to see how to shift into overdrive and unlock the full potential of your transaction data. [Watch Now[arrow]]() Open banking is changing the way consumers share their financial data – but because each country has approached open banking differently, what works in one country doesn’t always work in another. Watch our on-demand webinar to hear from a panel of global open banking experts as they discuss the differences and similarities between regions and the different paths toward open banking accreditation. [Watch Now[arrow]]() 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. Fortunately, there’s a more efficient way to get a fuller and more accurate picture. Watch our on-demand webinar to see how Credit Accelerator can quickly retrieve applicant-permission cashflow, asset, and bank data from multiple sources and compile it into a detailed file to enable better financial outcomes. [Watch Now[arrow]]() PRODUCT SPOTLIGHT Recent banking industry events and widespread economic uncertainty show how critical it is to have transparency into bank deposit inflows and outflows. While many tools exist to monitor cash flow, deriving meaningful insights from the data can be challenging, and that’s why we created the Envestnet Bank Deposit Index. This data-driven solution delivers cashflow transparency with daily views and insights into bank deposits and enables you to compare deposit flows at your bank to other regional and national banks for greater context. [Learn More[arrow]]() NOTABLE PRESS We’re excited to announce our latest partnership with American Express, which will allow them to offer customers new digital banking options. The API-based integration is set to allow American Express customers to have security, control, and transparency over the shared financial data with their financial service providers, and the new digital banking solutions will be available without the risk of compromising the client’s account security. [Learn More[arrow]]() Chip Scully, our Banking Channel Sales Team Lead, recently spoke with Bank Director about the challenging, and fragile financial times and discussed how banks can leverage data to cultivate engagement and drive primacy. [Read Chip’s Takeaways[arrow]]() THOUGHT LEADERSHIP Engage, retain, and attract SMBs with the consolidated SMB business and financial data in the Envestnet SMB Portal. Banks, FinTech’s, and SMB owners can surface hidden insights, opportunities, and next steps to help grow their business. Partner with us to help SMB clients deliver the Intelligent Financial Life™️ with unified financial wellness support. [Watch SMB Video[arrow]]() FEATURED INSIGHTS Technology helps banking and financial services organizations stay ahead of regulatory changes, evolving customer needs, and growing competition. Further, by accelerating their digital innovation - financial services organizations can improve operational efficiency and unlock new sources of value. And because of this, companies are anticipated to spend an additional $31 billion worldwide by 2025 on artificial intelligence (AI), meaning the banking and financial services industry will deliver the largest AI investments in 2023. [Read More[arrow]]() New digital banking technologies have the power to expand and open market access for American consumers and emerging businesses. The CFPB is working to accelerate the shift to open banking through a new personal data rights rule intended to break down these obstacles, jumpstart competition, and protect financial privacy with the hopes that their proposal will be finalized next year in 2024. [View the Latest[arrow]]() 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]() 621 Hillsborough Street, 10th Floor. Raleigh, NC 27603 © 2023 Yodlee, Inc. [Privacy Notice]() [Contact]() [Unsubscribe](