Bank Data Platform
An ecosystem of data and analytics to drive growth for banks and financial institutions.
Take data-driven action to engage and retain customers, pursue primacy, and grow AUM
Banks and financial institutions are looking for ways to differentiate themselves to retain their current customers and acquire new ones. The Bank Data Platform from Envestnet® Data & Analytics goes beyond traditional core capabilities of data aggregation and account verification. It provides insights and intelligence to help gain a competitive advantage, grow, and innovate.
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Data connectivity that fuels intelligence and analytics
Get the full picture
Get a greater picture of client finances with both held- and held-away account data.
Engage customers
Provide customers with data-driven insights that are more timely and personalized.
Activate data
Guide decision-making with data-driven intelligence to help improve productivity.
See Opportunity
Surface opportunities to grow revenue and deepen customer relationships.
The Total Economic Impact™️ of Envestnet Data & Analytics Data Aggregation
In this report commissioned by Envestnet from Forrester Research, the total economic impact of Envestnet Data Aggregation was investigated. In it, they assess the benefits, costs, and risks associated with the investment. The analysis revealed participants realized an average of 416% ROI over three years, 20% annual growth, and payback in under 6 months. **The Total Economic Impact of Envestnet Data Aggregation, January 2023. Forrester Research.
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Envestnet named an open banking intermediary leader
Envestnet has been named a leader in The Forrester Wave™: Open Banking Intermediaries, Q1 2023 report. The report recognizes Envestnet for market-leading depth in data aggregation and as an open finance player that unifies multiple sectors within financial services to offer true open finance. Read the report to learn more about Envestnet’s superior product vision and execution roadmap.
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At Envestnet we offer a Financial Wellness Ecosystem to help your clients live an Intelligent Financial Life. Through our data intelligence tools, you have everything you need to deliver innovative digital offerings and actionable recommendations.
Learn moreA new era of intelligence
Achieve digital transformation by partnering with a leader
- 19K+data sources
- 400M+linked consumer accounts
- 38M+paid users
- $5.8T+total platform assets
- 700K+fintech companies
- 16/20 largest U.S. banks
Transform your data challenges into growth opportunities
Held-away data
Provide new offers based on your existing and held-away data.
Insights
Personalize experiences using non-traditional insights to better segment customer needs.
Enrich data
Use data enrichment to help consumers more easily recognize transactions.
SMB customers
Better serve your SMB customers with a dedicated portal for their financial data.
Lending
Speed up the lending process and better manage risk with current analysis.
AI-driven intelligence
Accelerate decision-making at the firm and consumer level with AI-driven intelligence.
Dynamic views
Access dynamic views into deposit flows in your bank and in peer banks.
Platform solution
Implement a bank platform solution without the expense and time of an internal build.
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Let’s discuss how Envestnet's Bank Data Platform can help support your business with data connectivity, analytics and intelligence, and experiences to support an Intelligent Financial Life for your customers.
Put the Bank Data Platform to work for you
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Data sheet
Envestnet Bank Data Platform: Creating Opportunities for Decisive Action
The Data & Analytics platform architecture features flexible and modular components so you can deploy solutions that drive revenue and provide targeted services to your customers.
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eBook
SMB Success: Tapping Into the Hidden Potential of Small to Mid-Sized Businesses
Financial institutions have unique relationships with small to mid-sized businesses (SMBs). Years of support, and sometimes even side-by-side collaboration, naturally position banks as trusted partners.