Yodlee Resources & Downloads

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Financial Data Aggregation - Asset Strategy Advisors

November 27, 2018

“It's critical to have good information, accurate information, timely information feeding into our systems so that we can collaborate with our clients and show them the what if scenarios or how they've improved over time.” - Kent Fitzpatrick

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Bank Reconciliation - Yodlee Interactive + Xero

1:30

Bank Reconciliation - Yodlee Interactive + Xero

<p>"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

Yodlee Interactive + PowerWallet

1:26

Yodlee Interactive + PowerWallet

<p>"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

Funding for Online Retailers - Yodlee Interactive + Kabbage

1:59

Funding for Online Retailers - Yodlee Interactive + Kabbage

<p>"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

Find and Reduce Investment Fees - Yodlee Interactive + FeeX

1:23

Find and Reduce Investment Fees - Yodlee Interactive + FeeX

<p>"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

Employee Payroll Processing - Yodlee Interactive + Execupay

1:22

Employee Payroll Processing - Yodlee Interactive + Execupay

<p>"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

Expense Management Solutions for Small Businesses - Concur Technologies

1:14

Expense Management Solutions for Small Businesses - Concur Technologies

<p>"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

Helping Small Businesses Grow - Yodlee Interactive + Biz2Credit

3:21

Helping Small Businesses Grow - Yodlee Interactive + Biz2Credit

<p>"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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