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.

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.

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.

PFM Transactions

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

PFM Investments

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

PFM Accounts

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

PFM Spending

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

PFM Goals

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

PFM Dashboard

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

Financial Data Aggregation - Asset Strategy Advisors

Financial Advisor Testimonial - Aggregation

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.

Pillar 4: Communication

Empower clients with a seamless, unified financial view, personalized insights, and proactive support for stronger engagement and trust.

Pillar 3: Change Management Training

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

Pillar 2: User Journey Tracking

Unify financial data effortlessly with our account aggregation solution—boost engagement, optimize experience, and drive data-driven decisions.

Pillar 1: User Experience

Streamline financial data with seamless account aggregation, smart prompts, and reliable performance for a clearer financial view.

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.

Using Transaction Data Enrichment for Predictions

Discover how we collaborate with clients to develop granular attributes that enhance predictive and prescriptive analytics.

Transaction Data Enrichment and AI

Learn how Yodlee’s extensive network and regional insights drive innovation, helping organizations deliver better solutions for their customers.

The Benefits of Transaction Data Enrichment

This video explains how it simplifies messy financial transactions by identifying merchants and spending patterns.