Salesforce Financial Services Cloud

Yodlee partners with Salesforce to offer advisors a comprehensive view of their clients’ financial accounts

The key to getting the upper hand in this environment is data—accessing it, harnessing it, and using it to advisors’—and ultimately their clients’—advantage. Yodlee’s industry-leading account Aggregation  Platform has now integrated with the Salesforce platform, enabling advisors to collect and connect user-permissioned end-user account data from over 16,000 data sources in order to more intelligently inform and advise their clients. With this holistic view of their clients’ financial accounts, advisors can now deliver smarter, more personalized advice, improve regulatory compliance, and garner increased assets under management.

Advantages for Financial Institutions

  • Centralized data hub for managed and held away accounts
  • Improve advisor job productivity
  • Improve data insights for cross selling campaigns
  • Assists “Know Your Client” adherence
  • Easily integrate applications in the Salesforce ecosystem

Advantages for Wealth Management Advisors

  • Holistic view of their clients’ financial life
  • Timely, relevant, and actionable financial data
  • Easy-to-use reports and dashboards
  • Optimize up-selling and cross-selling

Advantages for Wealth Management Clients

  • Improve service, efficiency, and overall experience
  • Plug and play widgets for customer facing portals
  • Richer, more meaningful wealth management recommendations

Yodlee Wealth Management Solution

The Yodlee Aggregation Platform enables the Salesforce Financial Services Cloud to provide advisors with a holistic view of client’s accounts. Yodlee also makes its platform and FinApps® available to financial institutions.

Read more about the Yodlee Wealth Management Solution »