Simplified Solutions for SMBs:

How Your FI Can Grow Relationships by Offering Streamlined Solutions

Date: Thursday, May 9, 2024

Time: 11am PT/2pm ET

32M, that’s the number of small to mid-sized businesses in the United States today – and many of them face a growing need for more personalized, and holistic digital tools and insights1. By leveraging the Envestnet® | Yodlee® SMB Solution, your bank or credit union can position itself as the primary financial institution to meet SMB’s growing needs by providing a centralized, integrated view of their business and financial data.

Register to learn more about:

  • Expanding reach with up-sell and cross-sell opportunities through actionable insights
  • Engaging your SMBs by providing a tool to manage their business data in a single experience
  • Meeting more SMB needs on time and with personalized insights and analytics
  • Sourcing new alternative data for use in credit and risk management
  • Successfully lowering risk while simultaneously helping to increase approval rates

Discover how you can use this intuitive solution to help strengthen and grow your partnerships with SMBs. Register to attend the webinar.

Presented by:


Daneen Wilson

Product Management Principal Director - SMB, Envestnet | Yodlee

Register to Attend

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