Suite of FinApps Personalized Financial Management Drive Engagement with Complete Financial Experiences that Encourage Action. Request a Demo Key Features How Our FinApps Transform and Optimize the Digital Banking Experience Unified View Empower customers with complete visibility across all accounts, enabling smarter financial decisions while strengthening engagement and loyalty. Modular Experiences Deploy interactive apps for accounts, spending, goals, and investments; delivering personalized solutions that drive engagement and meet diverse customer needs. Seamless Connectivity Enable secure linking of external accounts across institutions; simplifying customer onboarding while expanding relationship depth and deposit growth. How it works The Suite of FinApps equips your customers on a rewarding financial journey through personalized, interactive experiences. Powered by Yodlee's proven platform and enriched data, FinApps such as: Accounts, Spending, Transactions, Goal and Investments, deliver actionable insights that drive smarter financial decisions and deeper customer engagement; all seamlessly integrated into one comprehensive digital experience. Request a Demo Comprehensive Financial Snapshots Interactive User-friendly Modules Secure Permissioned Account Connectivity Personalized Tailored Financial Insights Actionable Data-Driven Recommendations Built on Trust. Designed for Growth. Serving the largest banks for decades with trusted expertise and reliability Yodlee's FinApp Suite helps institutions like yours deliver secure, API-ready experiences that boost engagement, grow deposits, and foster a long-term sense of loyalty built on trust and experience. Request a demo Unlock the Power of FinApps Deploy Yodlee’s Suite of FinApps to enhance digital journeys, deepen relationships, and drive measurable results; starting with interactive modules that deliver actionable insights to your customers’ fingertips. Consumer Insights Empower consumers with personalized financial insights to boost savings, reduce debt, and achieve financial goals. Read Data Sheet Subscription and Bill Tracker Empowers banks to help customers reduce wasteful spending and redirect savings into deposits or investment products. Watch video Financial Forecast Deliver predictive recurring income/payments using transaction data, help clients plan ahead, avoid shortfalls, and stay engaged. Read Data Sheet Budget The app automatically tracks the consumer’s spending by category and sends notifications to help them stay on track to improve their financial health. Read Data Sheet Goals Guide users through setting goals, choosing funding sources, and tracking outcomes with intelligent automation. Watch video Net Worth Net worth apps are an easy, automatic way for consumers and businesses to gain big picture insight and avoid the inaccuracy of manually piecing together their financial picture. Read Data Sheet Transactions Centralizes financial activity, enabling smart analysis, custom organization, and predictive insights for total spending control. Watch video Spending Transforms fragmented transaction data into insights; From income tracking and expense analysis to forecasting and budgeting. Watch video PFM Dashboard The customizable dashboard provides an at-a-glance view of financial health, with interactive widgets offering deeper insights into spending, accounts, and investments. Watch video Client Testimonial We generated 2x more qualified leads using Yodlee’s financial behavior insights. Empower Financial Services, Inc. contact us Experience the Power of Yodlee
