The Platform for Financial Innovation
Yodlee has led innovation in online banking and personal financial management for over a decade, with award-winning, best-in-class data, user experience, security, scalability, and solutions. See what over 600 leading financial institutions and 50 million consumers have already discovered: the power of Yodlee.
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:
- 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:
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.
Juggling a busy career with personal time for family and friends is tough. Yodlee’s Retail Customer Suite takes the worry and guesswork out of personal finance, providing your customers with control and a clear picture of their financial lives and keeping them on track to meet financial goals. Learn More »
The Small Business Suite helps owners of small to medium sized businesses organize and manage their companies’ finances and grow their businesses to the next level. Learn More »
Savvy investors know that actively monitoring investment accounts is crucial to ensuring that their money is working for them. Yet logging in to different accounts and staying on top of market news and trends can be tedious, time consuming, and prone to error. The Yodlee Wealth Management Suite consolidates account information in one place, providing a complete view of all investments and the latest information surrounding them. Learn More »
Cards Only Customers
Help your customers maximize the benefits of their credit card rewards with direct pay bill reminders, rewards tracking, credit score monitoring, and more. Learn More »
Javelin Strategy & Research, November, 2011
Aite Group survey, January, 2010
Quonundrum Study, February, 2012
Javelin Strategy & Research, December, 2011
Javelin Strategy and Research, What Consumers Really Want from PFM, December, 2010