Wistia - Customer Testimonials
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2:36Watch VideoFinancial Advisor Aggregation Testimonial
Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his clients benefited from financial data aggregation.
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2:13Watch VideoFinancial Data Aggregation - Asset Strategy Advisors
“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients.” - Kent Fitzpatrick
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1:30Watch VideoBank Reconciliation - Yodlee Interactive + Xero
"Designed for mobile business, Xero’s online accounting solution for small business allows real-time financial visibility. Yodlee Interactive provided data aggregation services offering the level o
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1:26Watch VideoYodlee Interactive + PowerWallet
"One of the things that attracted us to Yodlee was when we could hook somebody up successfully, set up all of their accounts. It's a living profile so that data is updated constantly so you can con
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1:59Watch VideoFunding for Online Retailers - Yodlee Interactive + Kabbage
"Yodlee's platform is more comprehensive than that of other companies. There is no other place where you can go to get identity info and account information. It’s important to us from an identity p
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1:23Watch VideoFind and Reduce Investment Fees - Yodlee Interactive + FeeX
"What we like about Yodlee is the maturity of the platform and the people that support us. With Yodlee we can connect to a really long tail of financial institutions, and that is one of the main be
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1:22Watch VideoEmployee Payroll Processing - Yodlee Interactive + Execupay
"With the Yodlee platform, we're able to completely revolutionize the client experience to sign up for payroll services. This is really an industry first; nobody has done it to the level that we ar
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1:14Watch VideoExpense Management Solutions for Small Businesses - Concur Technologies
"We have a partnership with Yodlee Interactive essentially where we are leveraging Yodlee's data aggregation services to bring in credit card transactions into our expense solution so that users wh
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3:21Watch VideoHelping Small Businesses Grow - Yodlee Interactive + Biz2Credit
"I would say Yodlee is helping us in two places, one is helping us to cut down on the need to collect physical bank statements from the borrowers which has been pretty time-consuming in the past an
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