Yodlee

Enabling Financial Services Providers to Build More Satistying and Profitable Customer Relationship

Personal Finance & Bill Pay

• OnCenter - a powerful suite of personal finance applications, including portfolio manager, alerts, bill reminders, expense tracker, net worth view, and more
• Funds Transfer - enables real-time money movement between any two financial accounts
• BillDirect - the only bill pay to offer real-time payments and full bill presentment
• CardDirect - the only bill pay to enable card payments and earn FSPs interchange revenue
• Direct Payments SDK - the easiest way to “card-enable” existing bill pay applications to earn revenue for every payment

Wealth Management

• AdvisorView - alerts financial advisors to specific opportunities (e.g., 401k Rollovers) to bring additional assets under management and offer more holistic client advice.

Risk Management

• Instant Account Verification - dramatically reduces the risks and costs of online transactions by verifying account ownership and available funds in real-time

Market Research

• InsideView - enables market research firms to automate or supplement current research methods to lower costs, decrease panelist attrition, and enhance data insights on consumer behavior