Judi.AI & Apple Federal Credit Union Case Study
See how Apple FCU streamlined small business lending with Judi.ai and Yodlee, achieving faster approvals, a 59% close rate, and nearly four times loan growth.
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Increase your knowledge and know-how with case studies, videos, and more.
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Advisor360 Enhances Wealth Management Efficiency with Yodlee's Data Aggregation
Discover how Advisor360° and Yodlee transform wealth management with a unified platform, complete data view, and tools that boost efficiency and enhance client experiences.
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Expanding Lending Opportunities with Alternative Data
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The Opportunities and Challenges of Open Banking in Wealth Management
Watch on-demand as we discuss how firms can more successfully navigate these challenges and prepare for emerging open banking regulations.
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Unleashing the Power of AI: The Crucial Link Between Data and Training Models
Watch on-demand to help answer how data diversity and maturity affect your AI initiatives and how large deidentified datasets help increase your AI solution’s predictive power.
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Protecting Bank Data with Verified Account Tokens
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The Business Case For Data Aggregation
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Ready To Stop Making Excuses For Bad Data?
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Selecting The Right Data Foundation
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All Aggregation Platforms Are Not Created Equal: A Security Perspective
Read more about our aggregation-based technology. Powering exciting and innovative new solutions that are changing the way your customers interact with their finances.
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Axos Bank Case Study
In a competitive digital banking landscape, Axos Bank has emerged as a leader in customer-centric online experiences. Learn more.
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The Pension Lab Case Study
Empowering Employees to Take Control of Their Pension Savings with Aggregated Financial Data from Yodlee
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TradeSmith
Learn how TradeSmith pioneers hyper-contextualized financial insights for self-directed investors
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86 400
86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information.
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Enabling Financial Disruption: Instant Account Verification is the Key to Quickly Gaining Traction with Customers and Building Critical Mass
Financial institutions today face increased competitive pressure to both reduce costs and find new sources of revenue.
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The Future of Advice: Intelligent Signals for Home Offices, Advisors, and Consumers Executive Summary
Anticipatory advice helps wealth advisors deliver proactive, personalized guidance using real-time signals and insights from held-away assets.
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The Future of Advice: Intelligent Signals for Home Offices, Advisors, and Consumers
Discover how Yodlee helps wealth firms turn held-away asset insights into advisor advantage. Watch this on-demand webinar to unlock near real-time client signals and stronger outcomes.
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ACH Rules with Nacha's Amy Morris
Listen in as Nacha’s Amy Morris breaks down new ACH Network rule changes, key deadlines, and how data-driven insights are shaping the future of electronic payments.
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Building Wealth with David Myszewski of Wealthfront
From Apple to Wealthfront, David Myszewski discusses empowering young investors, product-market fit, and how connected data is shaping the next era of wealth building.
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The Power of Cashflow Data and Insights for Auto Lenders
As a trusted partner to the largest U.S. banks, Yodlee® enables lenders to turn decision-ready insights from consumer-permissioned transaction data into competitive advantage.
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Protect Your Business with Advanced Risk Analytics to Manage Risk and Reduce Fraud
Download our one-pager to learn more about how advanced risk analytics can help protect your business.
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Yodlee Asset Transfer Verification
Enhance your asset transfer experience with Yodlee. Our solution helps simplify the process, enabling smoother transitions and empowering investors to make confident move
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Product Development with Neighborhood Trust's Theo Vaughn
In this episode, we explore Theo’s experience guiding products in the finance space.
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Consumers are Looking for Insights from a Trusted Resource
Check out our data sheet to learn more about the present day "consumer challenge" and how insights can help solve that problem.
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Yodlee Credit Matrix: Income, Expense & Asset Information Overview
Download our data sheet to get an overview of Credit Matrix: Income, Expense & Asset Information
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Yodlee Subscription & Bill Tracker
Check out our data sheet to learn more about how you can potentially help clients save money annually through the Yodlee Subscription & Bill Tracker
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Yodlee Credit Matrix: Cashflow, Deposit, and Asset Data
Easy access to customer-permissioned alternative lending data that includes current cashflow, deposit and asset data in one file.
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Yodlee Account Verification
Help enable secure and seamless customer onboarding with Yodlee Account Verification. Confirm accounts, transfer funds effortlessly, and reduce fraud risk while enhancing the consumer experience.
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Financial Forecasting
Help deliver forward-looking banking experiences with predictive analytics to help clients avoid shortfalls, build trust, and increase engagement.
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Net Worth
Provide clients with a unified view of financial health. Connect accounts, track trends, and increase engagement by becoming the central hub.
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Budgets
Turn raw transactions into adaptive budgets. Support smarter decisions and long-term wellness while becoming a trusted partner in client finances.
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Yodlee Implementation Advantage
Check out this video to see how our integrated consulting and delivery teams help ensure seamless project transitions and implementations.
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Yodlee Consulting and Delivery Best Practices
Hear from our Head of C&D on how our extensive library of best practices, honed from over 1,300 installations, is applied in action.
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Responsible Lending Through Data with David Silberman
In this episode, David Silberman discusses lending innovation, credit scores, cash flow data, and building inclusive, responsible financial systems.
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Overview of Yodlee's Analytics Modules
Hear from our Head of Product Management - Analytics dive into an overview of the Management Reporting, Business Intelligence, and Product & Marketing Insights modules offered through our suite.
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