Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Codat helps their clients build deeper connections with business customers.
We offer products that make it easy to access, synchronize and interpret data from customers’ financial software for specific use cases, such as onboarding suppliers to commercial card programs and underwriting business loans.
The depth of specialization and expertise that runs through our products and service enables our clients to more effectively grow share of wallet, reduce churn and scale operations.
Description
Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
Sila
Yes
Axis LMS
Yes
Blotout
Yes
Exact Online
Yes
Fintech Sandbox
No
FreeAgent
Yes
FreshBooks
Yes
Infinant Interlace Platform
No
InsuredHQ
No
KashFlow
Yes
Integrations
Sila
Yes
Axis LMS
No
Blotout
No
Exact Online
No
Fintech Sandbox
Yes
FreeAgent
No
FreshBooks
No
Infinant Interlace Platform
Yes
InsuredHQ
Yes
KashFlow
No
Pricing Details
Free Trial
Try and test Codat for free. Speak to our team to upgrade your free account to launch your product.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Codat
Founded
2017
Country
United Kindom
Website
www.codat.io/
Vendor Details
Company Name
Yodlee
Founded
1999
Country
United States
Website
www.yodlee.com
Product Features
Product Features
Financial Services
Analytics
No
Branch Optimization
No
Channel Management
No
Compliance Management
No
Customer Engagement
No
Performance Management
No
Risk Management
No