Watch On-Demand
Data by itself, without business or quantitative analysis, can’t answer key business questions or provide financial services executives with the insights needed to become more competitive. But by applying advanced analytics tools to your data, you can easily uncover key business advantages and act upon opportunities. To find out how, attend our Envestnet | Yodlee webinar on Data Analytics for Financial Institutions.
We’ll demonstrate how you can use data analytics to address key drivers to your business, identify current risks, discover unprecedented insights about clients, benchmark your business against your peers, and more. With this data-driven approach for financial services, you can confidently plan for the future growth of your business.
Attend this webinar to find out how to:
- Grow revenue: Determine your greatest opportunities for growth by identifying held away assets, viewing clients’ spend averages, and using benchmarking tools to measure wellness.
- Ease reporting: Automatically assess key performance indicators such as assets, revenue, client account performance, and won/loss clients in a format that can easily be shared within your organization.
- Optimize your organization: By analyzing your data, you can determine key business drivers that enable success and balance your portfolio accordingly.