Product & Marketing Analytics
Harnessing transaction data enables personalized marketing, innovative products, and stronger retention, helping financial institutions stay agile, competitive, and responsive.
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Harnessing transaction data enables personalized marketing, innovative products, and stronger retention, helping financial institutions stay agile, competitive, and responsive.
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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.
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Have you heard? We have a podcast! Check out our latest episode
Listen HereLearn 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.
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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.
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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.
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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.
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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...
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Explore how Yodlee’s Transactions FinApp helps financial institutions deliver deeper financial insights to their customers.
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Explore how Yodlee’s FinApps help financial institutions deliver a comprehensive, branded financial experience.
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Discover how Yodlee’s Accounts FinApp helps financial institutions deliver a more connected, personalized financial experience.
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Explore how Yodlee’s Spending FinApp helps financial institutions offer customers deeper insight into their financial habits.
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Discover how Yodlee’s Goals FinApp helps users set and track financial goals with ease.
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Discover how Yodlee’s FinApps enable financial institutions to deliver a seamless, personalized financial experience.
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Watch this exclusive on-demand webinar with American Banker and industry specialists to explore how open banking drives innovation, compliance, and customer engagement.
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Empower clients with a seamless, unified financial view, personalized insights, and proactive support for stronger engagement and trust.
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Empower advisors with seamless account aggregation, accurate data, and client-focused financial insights.
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Unify financial data effortlessly with our account aggregation solution—boost engagement, optimize experience, and drive data-driven decisions.
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Streamline financial data with seamless account aggregation, smart prompts, and reliable performance for a clearer financial view.
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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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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.
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