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Presenter Profile
How they describe themselves: Yodlee is the leading provider of personalized financial solutions. Major financial
institutions and portals trust Yodlee to power their most critical online financial applications. Yodlee’s PFM,
payments, and customer acquisition solutions unify all personal financial account information to deliver a simple,
centralized and secure source for consumers to manage all of their financial tasks anytime, anywhere. Every Yodlee
solution helps financial providers save money over legacy systems and generate new revenue. Yodlee’s patented
data, payments and risk management utility supports more account sources and types than anyone else in the
industry. 150+ leading financial institutions and portals today offer Yodlee-powered solutions to millions of
consumers worldwide.
What they think makes them better: Yodlee operates the world’s most robust, scalable, and secure data and
payments utility, powering mission-critical financial applications that require access to diverse and disparate
personal data. Differentiators include:
- 11,000+ sources and 100,000+ account types - the broadest/deepest financial account coverage in the
industry - available anytime, anywhere
- Market-leading PFM that is complete, insightful, and actionable – Yodlee powers 85% of the industry today
- Only payments platform that lowers cost and generates revenue with every transaction
- Proven security leadership; audited and supervised like a bank
- Saas deployment model, suitable for banks, portals, and start-ups
- 30 issued patents on collecting, consolidating, and presenting data and payments in online and mobile
environments
Customers: 150+ leading global financial institutions and portals
Partnerships: Andera, Metavante, Q2 Software, Postilion
Contacts:
Biz Dev: Darren Voges, Director of Bus. Dev., 650-980-3683, dvoges@yodlee.com;
Sales: Valerie Guillory, Sales Manager, 650-980-3658, vguillory@yodlee.com;
Press: Melanie Flanigan, Senior Director of Marketing, 650-980-3707, mflanigan@yodlee.com
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