Smarter Banking Starts With Smarter Data Retail Banking Get started The challenge Turning Data Into Customer Loyalty A national retail bank needed to deepen digital engagement and deliver personalized experiences that drive loyalty, but struggled to translate raw data into meaningful, timely insights for customers. The Solution Powerful Financial Tools at Scale Yodlee’s enriched transaction data and personal financial management tools power smarter experiences at scale, enabling faster onboarding, deeper insights, and measurable uplift in engagement across channels. Benefits for your industry As your trusted partner, we help you elevate your digital strategy: from onboarding and account funding to proactive credit, fraud prevention, and personalized PFM experiences. Unmatched Data Insights Unique insights from enriched transaction data. Trusted Scale & Network Decades or experience powering global banks and fintechs. Tailored User Journeys Meet customers where they are with what they need. Actionable Insights Boost engagement with on demand access to a wide range of PFM tools Comprehensive Protection Reduce fraud using behavioral data signals. Resources Yodlee Provides Tailored Cases Yodlee’s data solutions for banks are built for flexibility, scalability, and performance, so you can deliver meaningful digital experiences with the confidence of proven technology behind you. Resource Library Video PFM Dashboard Discover how Yodlee’s FinApps enable financial institutions to deliver a seamless, personalized financial experience. Watch now Podcast Axos Bank Steve Szpytek of Axos Bank discusses how connecting accounts provides a better, fuller picture of the customer Listen in Video PFM Accounts This white-label solution allows customers to view all their accounts—both within and outside your institution—in one place. Watch now Related Products Our innovative data-driven solutions are tailored to meet the specific needs of your sector, enabling you to make informed decisions and deliver exceptional value to your customers. Personal Financial Management Equip users with the tools and capabilities to control and manage their finances with actionable insights and tools. Learn more FastLink Easily connect accounts and deliver a seamless user experience for financial data aggregation. Learn more Data Aggregation Connect financial data securely to provide users with a unified financial view. Learn more Client Testimonial “We wanted to work with Yodlee because their data quality is better than any other data aggregator out there” Eric Griego, Co-founder and CEO, Betterfin contact us Experience the Power of Yodlee
