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What is Yodlee?

Yodlee, a global leader in financial data connectivity and analytics, empowers banks, fintechs, and enterprises to harness the full potential of open finance. With over 601 million connected accounts, 19,000+ data sources, and 91% direct connections, Yodlee offers the industry’s most comprehensive and accurate view of consumer financial behavior. The platform’s core strength lies in transforming raw, permissioned financial data into actionable insights that enhance decision-making, personalization, and customer engagement. Its modular suite of products—covering personal finance, wealth management, lending, payments, and business financial management—gives organizations the intelligence to innovate and scale responsibly. Through AI-powered analytics, Yodlee delivers predictive insights that drive smarter credit decisions, frictionless payments, and more meaningful financial experiences. Its Open Finance APIs enable secure, compliant data exchange, helping financial institutions adapt to regulatory changes while expanding digital capabilities. Trusted by market-defining leaders such as PayPal, Fifth Third, and JPMorgan Chase, Yodlee stands as the foundation of digital transformation in modern finance. The platform’s FastLink technology ensures seamless account aggregation and onboarding, while its Trust Center reinforces enterprise-grade data protection and transparency. With over 25 years of proven innovation, Yodlee continues to bridge the gap between financial data and actionable strategy. By enabling organizations to connect data, activate insights, and drive measurable growth, Yodlee defines what’s next for intelligent finance.

What is The Data Group?

Revamp your customer data through our groundbreaking solutions that not only improve quality but also guarantee accuracy thanks to our proprietary technology, which achieves an outstanding match rate at competitive prices. At The Data Group, we believe that challenges related to data should never hinder your capacity to deliver exceptional customer experiences or accomplish your marketing goals. We are dedicated to transforming this landscape. By utilizing our advanced technology, you will gain access to straightforward solutions that significantly enhance and streamline your marketing strategies. Our customized services are crafted to align with your unique business objectives, ensuring you receive unparalleled data quality that undergoes rigorous testing. This approach empowers you to realize effective direct marketing outcomes while keeping expenses manageable. You'll benefit from an exceptional blend of insights and alternatives, effectively removing the typical issues of inefficiency, inadequate service, and high costs often encountered with larger companies. In addition, our real-time batch service and API can be seamlessly integrated into your current platform, creating a smooth experience that fosters success. As you adopt this new era of data management, you will prioritize your needs and elevate your marketing capabilities. With our commitment to continuous improvement, your business can thrive in an ever-evolving marketplace.

Media

Media

Integrations Supported

Akoya
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
MoneyGuide
Quickwork
Relay
Riskalyze
Sila
Snowball Analytics

Integrations Supported

Akoya
Boss Insights
Co-Pilot
Fintech Sandbox
FutureVault
Infinant Interlace Platform
InsuredHQ
Meld
MoneyGuide
Quickwork
Relay
Riskalyze
Sila
Snowball Analytics

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Yodlee

Date Founded

1999

Company Location

United States

Company Website

www.yodlee.com

Company Facts

Organization Name

The Data Group

Company Location

United States

Company Website

thedatagroup.com

Categories and Features

Financial Services

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Categories and Features

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