| Presenter Profile
How they describe themselves: Yodlee’s flexible, component-based Platform helps financial institutions and portals innovate and engage customers online. Only Yodlee offers integrated PFM and payments solutions that generate revenue, lower costs, decrease risk/fraud, and deepen customer engagement and satisfaction across all segments. For 11+ years, Yodlee’s patented technology has been changing the face of online banking. This year, the evolution continues with Yodlee 10 and the Yodlee FinApp Store - the first consumer-driven marketplace for personalized financial applications. Through its unique and patented Data Platform, Yodlee empowers consumers to take control of their financial lives, anywhere, anytime. More than 200 financial institutions and portals today offer Yodlee-powered solutions to millions of consumers worldwide.
What they think makes them better: Yodlee has created the first web platform for financial services, redefining the way online banking services are delivered and the way financial providers will interact with customers in the future.
Differentiators include:
- The Data and Payments Platform powering more than 85% of all online PFM users today
- Innovative, patented PFM solutions with proven retention levels 5x better, and activity levels 2x higher, than legacy online banking
- Fully integrated, revenue-generating payments and risk management solutions
- Flexible APIs that facilitate easy integration of all, or any, Yodlee capabilities, on demand
- The first consumer-driven marketplace for financial applications – the Yodlee FinApp Store™
- Industry leading security and operations
- Flexible SaaS-deployment models, suitable for customers of any size
Key Executives: Anil Arora (President & CEO), Jim Frankola (SVP & CFO), Joseph Polverari (CMO), Peter Hazlehurst (Chief Product Officer), Tim O'Brien (SVP of Operations & Information Security), Bill Parsons (Chief Customer Officer), R. “Subbu” Subramaniam (VP & Managing Director, India)
Investors: Accel Partners, Institutional Venture Partners, Lake Street Capital, S1, Warburg Pincus
Key Partnerships: Andera, BancVue, First Data, Q2 Software, S1 Corp
Customers: 200+ leading global financial institutions and portals leverage Yodlee technology.
Contacts:
Bus. Dev.: Darren Voges, Director of Business Development, dvoges@yodlee.com, 650-980-3683
Sales: Casey Clegg, Business Development Manager, cclegg@yodlee.com, 650-980-3634
Press:Melanie Flanigan, Senior Director of Marketing, mflanigan@yodlee.com, 650-980-3707
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