We're excited to share an incredible milestone - 25 years ago, our company, Yodlee, developed its mission to power dynamic, data-driven innovation for financial service providers and fintechs, and we're thrilled to see how far we’ve come since then.
To help commemorate this milestone, our President, Farouk Ferchichi, spoke about our company's journey and vision at this year's Engage event, our annual gathering of North American industry financial leaders.
In his address, Farouk highlighted key points that emphasize our partnership with our valued clients and partners. These points define who we are, what we’re working to achieve, and how we’re collaborating with our clients and partners to continue to drive the future of financial services in more meaningful ways.
Partnership & Collaboration
From the beginning, we’ve recognized that true innovation thrives in collaboration. More than just a business tie, partnership is a symbiotic alliance where client success is entwined with ours. Whether it's co-creating innovative solutions, navigating regulatory landscapes, or anticipating future trends, we stand by your side as a reliable and trusted ally, invested in your success.
Reliability & Trustworthiness
Today, we have over 500 million linked accounts and we count over 1,100 financial institutions and tech companies as our clients. These important industry partners rely on our solutions and 19,000+ global data sources to power their critical operations and offerings. With every interaction and every solution, we strive to exceed your expectations, not just meeting industry standards, but setting new benchmarks for reliability and trustworthiness.
Originality & A Mission to Deliver
Twenty-five years ago, we built THE original financial connectivity technology, with a mission to build and deliver tools that democratize access to financial services. Over the years, we’ve helped incubate many of the fintechs that we now count as client partners. As industry and computer power have evolved, so have our tools, yet our original mission remains the same.
Mature & Stable
Our mature, stable, and unified platform delivers value across the entire financial services customer journey. From connectivity to enrichment and analytics, we support empowering experiences to help consumers realize financial well-being.
Innovation & Extensibility
We’re committed to being at the forefront of innovation. We’re driving open banking with personal, wealth, and business financial management tools. We’re also extending into open finance with buy now pay later tracking, subscription management, and other solutions. We’re working to realize an open economy where consumers are connected to all of their data across services, assets, and other permissioned activities so they possess the holistic financial intelligence they need to make the most informed decisions.
Scalable & Flexible
Our infrastructure is designed with scalability in mind, ensuring that as our partners evolve and expand their offerings, our platform seamlessly scales to meet their needs. From robust SLAs to flexible architecture, we provide the support necessary for our partners to succeed in a dynamic marketplace. As your ambitions grow, so does our commitment to enabling your success, every step of the way.
Empowering You
Our goal is to place the tools and expertise in your hands, empowering both you and your customers to navigate the financial landscape with confidence. Through innovative solutions and user-centric design, we strive to equip you with the resources you need to seize opportunities, make informed decisions, and achieve your goals.
Our next generation personal financial management capabilities (PFM) include:
- New smart planning tools that tap personalized benchmark data to help you and your users auto-build the foundation of a financial plan
- Subscription and bill tracking tools that allow for identification, cancellation and redirection of the funds saved in just a few clicks, plus other powerful lead generation tools that enable deeper engagement and stronger relationships with your customers through actionable, personalized insights
- Enterprise business intelligence with behind-the-scenes analytics tools that provide rolled-up insights around products and marketing, fraud, and investor behaviors, to enable proactive decision-making, enhance market position, and drive business
Our commitment to you isn't just a set of empty promises. It's a relentless pursuit of excellence, a steadfast dedication to innovation, and a deep-rooted belief in the power of partnership. We built our company around this 25 years ago, and we continue to uphold it today.
“As we stand on the threshold of the future, poised to embrace the challenges and opportunities that lie ahead, our journey is defined not by the pledges we make, but by the moments we seize. Together, let's embark on this journey with courage, conviction, and a shared commitment to meeting the moments that matter for you and your customers.”
– Farouk Ferchichi, President, Yodlee
As always, we invite you to contact us to better understand how we can help you and your organization create impactful customer experiences and deliver on the moments that matter.
