On August 25, Yodlee announced it has partnered with Salesforce Financial Services Cloud, providing access to Yodlee’s industry leading aggregation platform and empowering advisors with aggregated, user-permissioned account data and a holistic view of clients’ financial accounts.
By connecting Yodlee’s industry leading account aggregation with Salesforce Financial Services Cloud, activity and account information can move easily and securely from the Yodlee Aggregation Platform to Salesforce, providing advisors with access to their clients’ financial account data in real time.
With a 360-degree view of their clients’ financial accounts, advisors can now experience greater customer interaction and engagement, offer more meaningful and personalized, holistic advice, and drive opportunities for revenue growth.
The Salesforce Financial Services Cloud is transforming the client-advisor relationship by delivering more personalized client experiences, increasing agent productivity and enabling collaboration like never before. Wealth management firms will also benefit from the increased operational efficiency that comes from a single integration point for front, middle, and back office solutions. Check out the Salesforce press release for full details.
Yodlee is extremely pleased to partner with Salesforce on this important initiative to advance both the advisor and client experience. Salesforce Financial Services Cloud previews today, with general availability in February 2016. Click here to view a demo.
Visit our booth at Dreamforce in the Customer Success Showcase and enter to win an Apple Watch! We look forward to seeing you there. Also, remember to join the conversation on Twitter with the hashtags #YODLEEDF15 and #DF15.
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