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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Yodlee Resources Center
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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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Have you heard? We have a podcast! Check out our latest episode
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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 FinApp 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 FinApp helps financial institutions deliver a more connected, personalized financial experience.
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PFM Spending
Explore how Yodlee’s Spending FinApp helps financial institutions offer customers deeper insight into their financial habits.
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PFM Goals
Discover how Yodlee’s Goals FinApp 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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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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