The Platform for Financial Innovation

Power of the Platform

Online banking is rapidly changing, and now more than ever do consumers need a trusted partner to help them make sense of their finances and make smart decisions. The Yodlee personal financial management platform is designed to help you reach the most valued customer segments: retail consumers, wealth management, and small businesses. Our deep understanding of the unique financial needs, goals, and concerns of your customers provides unparalleled opportunities for increased revenue, customer retention, and customer engagement, now and long into the future.

Increase Customer Engagement

These days, basic online banking tools are a bare minimum for the vast majority of consumers, yet simply monitoring balances and viewing savings and checking transactions hardly gives people their full financial picture, let alone insights for smart budgeting, goal and investment tracking, and retirement planning across multiple accounts and financial institutions. By adopting personal financial management, consumers are:

Increase Customer Retention

Free checking. Free online banking. Paperless statements. As consumer banking becomes ever more commoditized and your customers’ financial lives become ever more complex, you need to provide more value than ever to acquire and retain more high value consumers. Personal financial management is a proven, scalable way to build on existing online banking to substantially strengthen loyalty and deepen relationships. Personal finance users are:

Increase Revenue

Your customers’ financial fitness translates to your bottom line, and nothing whips consumers into shape faster than personal financial management from Yodlee. Personal finance users are more likely to:

Gain Deep Insights with Yodlee Data

Yodlee data provides an invaluable resource, giving you unprecedented insight into your consumers’ held and held-away accounts and transactions, including bank accounts, credit and debit card accounts, investment account and holdings data, and loan accounts. This insight allows you to deliver targeted offers to meet your consumers’ needs and enables more strategic cross- and up-selling opportunities within your business.

Yodlee data provides the following benefits:

Yodlee Solutions

While Yodlee FinApps suites provide comprehensive financial solutions for your most valuable customer segments, we also offer our FinApps à la carte to give you the most flexibility in creating custom offerings and solutions for your clients. Take a look at our best-selling suites and FinApps, or consult with our sales team to determine the right mix for you.

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