Product & Marketing Analytics
Harnessing transaction data enables personalized marketing, innovative products, and stronger retention, helping financial institutions stay agile, competitive, and responsive.
Read Flipbook
North America
-
-
Advisor View
Yodlee Advisor View integrates with your CRM to provide real-time insights into clients’ PFM experiences, streamline workflows, and support compliance, empowering deeper, more effective engagement.
Read Flipbook
-
Have you heard? We have a podcast! Check out our latest episode
Listen Here -
FastLink Aggregation
Learn how to quickly connect your bank accounts using Yodlee FastLink. This tutorial walks you through the simple steps to streamline your finances and integrate your accounts with ease.
Watch Video
-
Power of Cash Flow Data
Millions are overlooked by traditional credit models. This whitepaper shows how cash-flow data enhances risk assessment, expands access, and drives smarter, more inclusive lending decisions.
Read Flipbook
-
Jeff Cain of Fidelity on Tech's Role in Building Wealth
On this episode, Jeff Cain, VP of Fintech Research at Fidelity, shares his insights on wealth building, fintech trends, and how tech is reshaping consumer behavior.
Listen to Podcast
-
Beyond the score: How alternative data is reshaping lending decisions
Discover how consumer-permissioned cash flow data empowers lenders with deeper insights, driving smarter, faster, and more inclusive credit decisions across the entire lending lifecycle.
Watch Video
-
Gretchen Rodriguez of TD Bank on Payment Systems
Our guest on this episode of Data Driven Finance is Gretchen Rodriguez, Head of Product for Payments at TD Bank. She approaches products with an entrepreneur’s mindset...
Listen to Podcast
-
PFM Transactions
Explore how Yodlee’s Transactions FinApp helps financial institutions deliver deeper financial insights to their customers.
Watch Video
-
PFM Investments
Explore how Yodlee’s FinApps help financial institutions deliver a comprehensive, branded financial experience.
Watch Video
-
PFM Accounts
Discover how Yodlee’s Accounts FinApp helps financial institutions deliver a more connected, personalized financial experience.
Watch Video
-
PFM Spending
Explore how Yodlee’s Spending FinApp helps financial institutions offer customers deeper insight into their financial habits.
Watch Video
-
PFM Goals
Discover how Yodlee’s Goals FinApp helps users set and track financial goals with ease.
Watch Video
-
PFM Dashboard
Discover how Yodlee’s FinApps enable financial institutions to deliver a seamless, personalized financial experience.
Watch Video
-
Future-Ready Finance: Leveraging Open Banking for Strategic Growth
Watch this exclusive on-demand webinar with American Banker and industry specialists to explore how open banking drives innovation, compliance, and customer engagement.
Watch Video
-
Pillar 4: Communication
Empower clients with a seamless, unified financial view, personalized insights, and proactive support for stronger engagement and trust.
Watch Video
-
Pillar 3: Change Management Training
Empower advisors with seamless account aggregation, accurate data, and client-focused financial insights.
Watch Video
-
Pillar 2: User Journey Tracking
Unify financial data effortlessly with our account aggregation solution—boost engagement, optimize experience, and drive data-driven decisions.
Watch Video
-
Pillar 1: User Experience
Streamline financial data with seamless account aggregation, smart prompts, and reliable performance for a clearer financial view.
Watch Video
-
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.
Watch Video
-
Matt McLarty and Stephen Fishman of Boomi on Unbundling the Enterprise
Explore the future of APIs with Matt McLarty and Stephen Fishman, authors of Unbundling the Enterprise. Learn how APIs power innovation, give financial businesses a competitive edge, and more.
Listen to Podcast
-
Loading More...
