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Products
Products Overview

Connect, enrich, and activate financial data
Personal Financial Management (PFM)

Guide financial behavior toward personal goals

Credit Risk

Expand lending with alternative data intelligence

Wealth Management

Capture assets with connected client intelligence

Business Financial Management

Support SMB growth with financial visibility

Payment Enablement

Verify accounts quickly and reduce friction

Open Finance

Access permissioned data with trusted APIs
Industries
Industries Overview

Built to serve financial change-makers
Retail Banking

Personalize banking experiences to deepen loyalty

Technology

Power apps with trusted financial data

Wealth Management

Deliver personalized advice and grow AUM

Lending

Expand credit access with deeper insights

Merchant and Payments

Enable embedded finance and customer insights
About
Channels
Blog

Get Started

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How CFPB 1033 Can Improve Consumer Banking

How CFPB 1033 Can Improve Consumer Banking

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Unlocking the Business Value of Open Banking
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Unleashing the Power of AI: The Crucial Link Between Data and Training Models

Watch on-demand to help answer how data diversity and maturity affect your AI initiatives and how large deidentified datasets help increase your AI solution’s predictive power.

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Building Wealth with David Myszewski of Wealthfront

From Apple to Wealthfront, David Myszewski discusses empowering young investors, product-market fit, and how connected data is shaping the next era of wealth building.

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Net Worth

Provide clients with a unified view of financial health. Connect accounts, track trends, and increase engagement by becoming the central hub.

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Budgets

Turn raw transactions into adaptive budgets. Support smarter decisions and long-term wellness while becoming a trusted partner in client finances.

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Financial Forecasting

Help deliver forward-looking banking experiences with predictive analytics to help clients avoid shortfalls, build trust, and increase engagement.

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Responsible Lending Through Data with David Silberman

In this episode, David Silberman discusses lending innovation, credit scores, cash flow data, and building inclusive, responsible financial systems.

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Open Finance in Action: How Data Connectivity Drives Advisory Value

Watch on-demand as industry professionals from Yodlee, MoneyGuide, Janney & Baird explore how Open Finance powers planning, helps to support fiduciary duty, and can unlock new growth opportunities.

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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.

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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.

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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.

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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...

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PFM Transactions

Explore how Yodlee’s Transactions Personal Finance Application helps financial institutions deliver deeper financial insights to their customers.

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PFM Investments

Explore how Yodlee’s FinApps help financial institutions deliver a comprehensive, branded financial experience.

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PFM Accounts

Discover how Yodlee’s Accounts Personal Finance Application helps financial institutions deliver a more connected, personalized financial experience.

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PFM Spending

Explore how Yodlee’s Spending Personal Finance Application helps financial institutions offer customers deeper insight into their financial habits.

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PFM Goals

Discover how Yodlee’s Goals Personal Finance Application helps users set and track financial goals with ease.

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PFM Dashboard

Discover how Yodlee’s FinApps enable financial institutions to deliver a seamless, personalized financial experience.

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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.

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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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Pillar 3: Change Management Training

Empower advisors with seamless account aggregation, accurate data, and client-focused financial insights.

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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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