Wistia - Customer Testimonials

  • Financial Advisor Aggregation Testimonial2:36

    Financial 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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  • Financial Data Aggregation - Asset Strategy Advisors2:13

    Financial 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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  • Bank Reconciliation - Yodlee Interactive + Xero1:30

    Bank 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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  • Funding for Online Retailers - Yodlee Interactive + Kabbage1:59

    Funding 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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  • Find and Reduce Investment Fees - Yodlee Interactive + FeeX1:23

    Find 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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  • Employee Payroll Processing - Yodlee Interactive + Execupay1:22

    Employee 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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