Net Worth
Provide clients with a unified view of financial health. Connect accounts, track trends, and increase engagement by becoming the central hub.
Read Flipbook
Data Sheets
-
-
Budgets
Turn raw transactions into adaptive budgets. Support smarter decisions and long-term wellness while becoming a trusted partner in client finances.
Read Flipbook
-
Have you heard? We have a podcast! Check out our latest episode
Listen Here -
Financial Forecasting
Help deliver forward-looking banking experiences with predictive analytics to help clients avoid shortfalls, build trust, and increase engagement.
Read Flipbook
-
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.
Read Flipbook
-
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
Read Flipbook
-
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.
Read Flipbook
-
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
Read Flipbook
-
Yodlee Credit Matrix: Income, Expense & Asset Information Overview
Download our data sheet to get an overview of Credit Matrix: Income, Expense & Asset Information
Read Flipbook
-
Yodlee Credit Matrix
Unlock smarter lending with Yodlee Credit Matrix, using consumer-permissioned data and real-time insights for accurate credit decisioning and risk assessment.
Read Flipbook
-
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.
Read Flipbook
-
416% ROI: The Business Case for Data Aggregation
Download our data sheet to see total economic impact of Yodlee Data Aggregation
Read Flipbook
