Know Your Customers. Power Smarter Growth. Product & Marketing Insights Request a Demo Key Features How we are transforming product strategy and personalization Segmentation Identify users by income, spend, debt, and financial behaviors. Product Insights Gather signals of customer readiness for specific products or services. Marketing Insights Link your marketing content directly into your customer insights feed. Insights Dashboards Configurable dashboard allows you to observe customer behaviors including primacy, attrition, held-away assets and more. Wealth Management Analyze customer behaviors, investment preferences and risk profiles based on their activity for held and held away accounts. How it works Product & Marketing Insights leverages Yodlee’s transaction data enrichment and user behaviors to create custom segments and signals. Data-Driven Personalization Uncover behavioral segments to guide product and offer design Target. Integrate. Optimize. Activate targeting through dashboards, widgets, or APIs Spot Growth Opportunities Identify high-potential customers using financial patterns Integrates with leading platforms Embed into CRMs, analytics stacks, or digital platforms contact us Experience the Power of Yodlee
