Through the Envestnet | Yodlee Platform API, SAVVI Financial leverages decision analytics to empower consumers to make smarter financial decisions today.
Most Recent Flipbooks
Find out how Golden uses the Envestnet | Yodlee Platform API to provide the tools and resources needed for improving senior citizens’ financial health.
Finvoice turned to Envestnet | Yodlee® to gain access to the user-permission financial data they needed to automate lending operations, expedite underwriting, and help weed out fraudulent borrowers.
Veryfi Case Study
Veryfi was able to seamlessly connect to banking data, gain unique insights about their customer base, and benefit from the reliability, coverage, and support of Envestnet | Yodlee data.
Curacubby Case Study
Curacubby was able to eliminate outdated payment methods, filing systems, and tracking solutions with Envestnet | Yodlee Aggregation and Account Verification APIs.
Voatz Case Study
Voatz uses Envestnet | Yodlee’s Aggregation API to aggregate consumer transaction data across accounts in near real-time, thus allowing them to modernize the archaic voting booth experience.
Xero Case Study
Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility.
SnapCheck Case Study
SnapCheck uses Envestnet | Yodlee’s Aggregation API to obtain account and transaction information without requiring users to manually upload bank statements.
Personal Capital Case Study
Personal Capital™ combines digital wealth management tools with sophisticated, objective advice from registered financial advisors to help people manage their money.
Merchant Cash & Capital Case Study
For nearly a decade, Merchant Cash & Capital, LLC has been an industry leader in providing alternatives to traditional funding sources and an innovator in providing cash advances.
Kabbage Case Study
Envestnet | Yodlee is the primary financial data source Kabbage uses to review and run financials, in order to evaluate and enable instant underwriting for a line of credit or a financial products.
The IGG Software team believes that their relationship with Envestnet | Yodlee is a partnership. The Envestnet | Yodlee Aggregation API provides a host of useful tools, references, sample code.
FormFree Case Study
FormFree Holdings Corporation is a technology provider that specializes in helping financial institutions determine the ability of their customers to pay back loans.
Track Technologies Case Study
Track Technologies, Inc. is a privately held financial technology startup that is making self-employment a lot less complicated.
StreetShares Case Study
Founded in 2013, StreetShares™ is a peer-to-peer (P2P) lending marketplace for small business loans.
Blooom Case Study
Blooom is the first online service developed by a Registered Investment Advisory (RIA) firm dedicated exclusively to helping average Americans improve their 401(k) retirement plans.
Moula Case Study
Moula® provides a simple and convenient alternative to traditional lending, targeting small-to-medium sized businesses (SMB) in Australia.
Financial Institution Case Study
The organization turned to Envestnet | Yodlee APIs and categorization engine to display categorized transactions and help users easily track their spending.
Investment Management Company Case Study
By leveraging the Envestnet | Yodlee Aggregation API, the company enabled their premium clients to aggregate all of their financial accounts.
Brokerage Firm Case Study
With Envestnet | Yodlee Account Verification API, this large brokerage firm is able to offer instant funds deposits from qualified bank accounts – a key point of differentiation from other brokerages.
S&P 500 Investment Firm Case Study