Pillar 4: Communication
Empower clients with a seamless, unified financial view, personalized insights, and proactive support for stronger engagement and trust.
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Data Aggregation
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Pillar 3: Change Management Training
Empower advisors with seamless account aggregation, accurate data, and client-focused financial insights.
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Have you heard? We have a podcast! Check out our latest episode
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Pillar 2: User Journey Tracking
Unify financial data effortlessly with our account aggregation solution—boost engagement, optimize experience, and drive data-driven decisions.
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Pillar 1: User Experience
Streamline financial data with seamless account aggregation, smart prompts, and reliable performance for a clearer financial view.
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Aggregation Enables Personalization
Empower your institution with a cutting-edge account aggregation solution for a unified view of client finances. Enhance decision-making, strengthen relationships, and drive loyalty.
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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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Growth Spotlight: Axos Bank
Hear from the SVP of Consumer Product Development at Axos Bank highlight the impact of Yodlee's account aggregation tool.
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Why Use ATV?
Hear from our Director, Strategic Client Partner on how Yodlee can help users facilitate the transfer of outside assets into a particular institution.
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The ATV Process
Hear from our Director, Strategic Client Partner on how we can help the user experience during the asset transfer process.
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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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The Pension Lab Case Study
Empowering Employees to Take Control of Their Pension Savings with Aggregated Financial Data from Yodlee
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The Business Case For Data Aggregation
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416% ROI: The Business Case for Data Aggregation
Download our data sheet to see total economic impact of Yodlee Data Aggregation
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Selecting The Right Data Foundation
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How Sophisticated Advisors are Leveraging Data to Drive Growth
Advisors, view our FUNDFire hosted panel discussion to learn how you may be able to better connect gaps in data and business intelligence to boost customer relationships.
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Kubera Case Study
The Yodlee Solution Keeping a Real-Time Pulse on Net Worth with Envestnet | Yodlee Account Aggregation API
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FinGoal
FinGoal uses Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
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GrailPay Case Study
After comparing financial data aggregators, GrailPay chose to partner with Yodlee. “We went with Yodlee for a couple of reasons,” says Messina.” First was quality of service.
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Data Processing
Watch this video to gain a deeper understanding of how Envestnet | Yodlee, a leading platform provider, facilitates the data aggregation process—from acquisition to delivery.
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Tiller Money
Tiller Money makes it easy for consumers to manage their money by providing their financial life in a spreadsheet.
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