Envestnet | Yodlee

Join Yodlee in Music City for the Alkami Co:lab Conference from March 31-April 2 and see our Digital Engagement Suite in action. Don’t miss our Theatre Session on March 31 from 9:40-9:55 AM, where Lyle Olivier and Darbie Saunders, will share how financial institutions can drive deeper customer relationships with personalized, data-driven experiences. After the session, stop by booth #120 to connect with Darbie Saunders and get a hands-on demo of how Yodlee’s Digital Engagement Suite helps customers plan major purchases, optimize savings, and take action on their financial well-being—while boosting engagement and the potential for revenue growth for your institution. Learn more about how to bring digital primacy to your platform: See you in Nashville! #DigitalBanking #FinancialWellness #CustomerEngagement #BankingInnovation #Fintech #Yodlee

Yodlee is heading to London for Neudata's Data Summit on March 27, where top investors and data professionals gather to uncover new insights. Tracy Young will be there, ready to discuss how Yodlee’s alternative data can help enhance investment strategies. If you're attending, connect to learn more about unlocking the full potential of transaction data. #AlternativeData #Investing #MarketResearch #DataAnalytics #FinancialServices #Yodlee

How Has Grocery Spending Changed Over the Last Five Years? Yodlee data shows that grocery spending has undergone significant shifts over the past five years, shaped by inflation, evolving shopping habits, and widening income disparities See the full analysis on how shopping behaviors, transaction sizes, and retailer performance have evolved: https://bit.ly/4kN3L9z #Yodlee #DataAnalytics #YodleeResearch #AltData #GrocerySpending #IncomeDivide #RetailInsights

Missed our webinar on the future of open banking? We’ve got you covered. Our latest blog breaks down the key insights from industry professionals on: ? Why financial institutions can’t afford to “wait and see” ? How security and standardization are shaping the future ? The competitive advantage of early open banking adoption The future of finance is open, permissioned, and secure. Read the recap now: https://bit.ly/4ie7ZWh #Yodlee #OpenBanking #Fintech #BankingInnovation #FinancialData #DigitalFinance

Consumer banking is changing, and Yodlee will be at CBA LIVE 2025 in Orlando from March 17-19 to discuss what’s next. Brian Buan, Steve Lowden, Warren Dunton, and Seth Sullivan-Dawes will be there, ready to dive into how financial institutions can harness enriched data to stay competitive. If you’re attending, connect with them to explore Yodlee’s latest innovations in the space. #Yodlee #Banking #ConsumerFinance #DataDrivenBanking #CBALive #DigitalBanking

The future of wealth management is evolving, and Yodlee will be at Future Proof Citywide until March 19 in South Beach, Miami, to join the conversation. Gerard Kasza, Michael Gooding, and Brian Dharte are looking forward to discussing how financial professionals can leverage transaction data for deeper insights and potentially better outcomes. If you're attending, they’d love to connect with you. #Yodlee #WealthManagement #Investments #FinancialData #FutureProofCitywide

Looking forward to attending FutureProof Citywide next week! If you will be there and are interested in learning about how we're enabling wealth firms to drive AUM growth + empowering advisors to provide more holistic advice with data aggregation, analytics and next-gen digital tools, drop me a note! #FutureProof #Citywide #FutureProofCitywide Mike Gooding Director, Strategic Client Partner Envestnet | Yodlee

Open banking is no longer a concept—it's reality. The question is, are financial institutions ready to lead? In our recent webinar with American Banker, industry professionals from FData, FDX, and Yodlee tackled the biggest shifts in open finance, from regulatory uncertainty to security and competitive positioning. Key takeaway? The winners are already making their move. Watch the full webinar replay now: https://bit.ly/4i9fQUN #OpenBanking #Fintech #FinancialServices #DataSharing #DigitalTransformation

Yodlee is in Las Vegas for Fintech Meetup this week, where the biggest names in fintech come together to shape the future of financial services. Chip Scully, Daniel Lichi, Terry McKeown, and David Lee will be there to discuss how Yodlee’s industry-leading data solutions are driving innovation. If you're attending, connect with them to explore the power of data in your strategy. #FintechMeetup #Fintech #FinancialServices #DataDrivenInsights #Innovation #Yodlee

At McDonald’s, overarching concerns about economic pressures on its consumers McDonald’s cited challenges to its 4Q earnings, such as persistent pressure on spending, particularly among low-income consumers and families. While the QSR industry faces headwinds, McDonald’s management expressed confidence in its Accelerating the Arches strategy to drive long-term growth. But will value-driven offerings be enough to offset economic headwinds? Yodlee data provides a lens into how spending is changing consumer trends across income segments. Read more: https://bit.ly/4hY5TJM