FinovateFall 2013 / Yodlee

Presenter Profile:

How they describe themselves: Yodlee is the platform for financial innovation. With the largest collection of consumer and small business transactional data on the planet, Yodlee powers the next generation of digital services, from personal financial management (PFM) to digital wallets & more.

How they describe their product/innovation: When it comes to finances, where you stand depends on which “hat” you’re wearing. Most people have several “shared finances” in their life. Elderly parents. Spouses. Children. Friends. Now, through a single app, you can manage them all. Yodlee created TANDEM to enable safe and meaningful dialogue about finances between individuals and among groups. With its unique tools to access, learn, manage, project, and control, TANDEM empowers you to make financial decisions as a family, a couple, a group, or a parent.  And making financial decisions has never been more rewarding or more actionable. Close, Closer, Closest. Regardless of the relationship(s), you get one app, different views, full financial control.

Product Distribution Strategy: Direct to Business (B2B), through financial institutions, & through other fintech companies and platforms


Bus. Dev.: Karim Bhalwani, Strategy & Bus. Dev. Manager,,
Press: Melanie Flanigan, Senior Marketing Director,, 650-980-3707
Sales: Nick Kamali, Inside Sales Rep,, 650-980-3675

More Videos: FinovateFall 2013