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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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.

Description

Quickly grasp a company's challenges, requirements, and comprehensive financial background to play a crucial role in shaping their future. Access essential metrics from top financial applications using tools designed to track trends and assess the performance of business clients in real-time. The integration and automated analysis streamline the identification of both opportunities and challenges, enhancing banks’ capacity to provide unmatched personalized service. The cumbersome application processes and data-sharing hurdles that burden small to mid-sized businesses (SMBs) have been transformed into a swift and seamless experience. Generate highly tailored sales proposals based on the latest insights into the challenges and prospects facing businesses. With a clear and comprehensive view of their clients' financial histories, banks are better positioned to assist them in making informed decisions that will benefit them in the long run. By leveraging these insights, banks not only foster stronger relationships but also drive greater business success for their clients.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Analytics No 
Allegro No 
Amazon No 
Banana Accounting No 
ClickSend No 
Co-Pilot Yes 
Expensify No 
FreeAgent No 
FutureVault Yes 
Google Analytics No 
Infinant Interlace Platform Yes 
Mailchimp No 
Matomo No 
Meld Yes 
MoneyGuide Yes 
Pipedrive No 
Riskalyze Yes 
Salesforce No 
SendGrid No 
TurboCASH No 

Integrations

Adobe Analytics Yes 
Allegro Yes 
Amazon Yes 
Banana Accounting Yes 
ClickSend Yes 
Co-Pilot No 
Expensify Yes 
FreeAgent Yes 
FutureVault No 
Google Analytics Yes 
Infinant Interlace Platform No 
Mailchimp Yes 
Matomo Yes 
Meld No 
MoneyGuide No 
Pipedrive Yes 
Riskalyze No 
Salesforce Yes 
SendGrid Yes 
TurboCASH Yes 

Pricing Details

No price information available.
Free Trial No 
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 Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Vendor Details

Company Name

upSWOT

Founded

2019

Country

United States

Website

upswot.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

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