FinovateFall 2012 / Yodlee

Presenter Profile:

How they describe themselves: In an age of increasingly rapid innovation, businesses and consumers alike seek experiences and tools that help them gain actionable insight and control. Only Yodlee enables financial companies to transform their businesses (and consumers to transform their finances and lives) by inspiring them to be MORE… informed, confident, profitable, flexible. The patented Yodlee Platform and FinApp architecture drives significantly more business value from the digital channels by empowering and engaging consumers, in all segments, to interact with their finances in interesting new ways, via the banks they trust.

How they describe their product/innovation: Yodlee’s dynamic banking experience is now targeting small businesses on the go, with easy to use financial management tools that simplify cash management in a digital environment. We’ll be showcasing how small business owners can aggregate their account information, view key business metrics, manage and categorize their expenses on the fly, and easily move money between accounts or pay bills anywhere, anytime from a single platform. The service empowers both banks and small business owners, delivering exceptional functionality via Yodlee’s unique FinApp architecture.


Bus. Dev.: Casey Clegg, Managing Director Yodlee Interactive,,
(650) 980-3634
Press: Melanie Flanigan, Senior Marketing Director,, (650) 980-3707
Sales: Steve Kwong, Senior Director Sales Operations,, (650) 980-3763

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