Case Study

Financial Institution Case Study

Financial Institution Case Study

For more information, go to yodlee.com Simplifying Money Management with Envestnet | Y odlee Financial Data Platform and APIs The Challenge With more and more consumers looking to manage their money online, this global bank needed to enhance its offerings to keep up with the latest financial apps and offer true value to their customers in the form of innovative tools to help them simplify their finances and meet their financial goals. The Envestnet | Y odlee Solution To address Millennials and other digitally savvy users, the financial institution introduced a solution that is tied to a checking account, a short-term savings account, a long-term savings account, and a range of online money management tools. The organization turned to Envestnet | Yodlee® APIs and Transaction Data E

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