FinovateFall 2014 / Yodlee

Presenter Profile:

How they describe themselves: The Yodlee Financial Cloud powers dynamic innovation for digital financial services. Leveraging comprehensive and unique transactional data, the Yodlee Platform transforms customer interactions through app-driven solutions – like digital money management (DMM), money movement, wealth and risk management, APIs and more. Yodlee solutions speed financial innovation, improve digital experiences, and deepen customer engagement.

How they describe their product/innovation: Application Programming Interfaces (APIs) are the rage, but if you’re a financial institution – or a company with complicated systems and data connections – then taking advantage of APIs can be daunting or even impossible. Yodlee is changing that with a single API and customized developer portal, built for each customer, and exposable to developers in a secure and compliant way. With the data, the API, and the tools to build and create, financial institutions are free to innovate with speed and agility. For example, enabling consumers to “invest their change” in stocks – a cool new idea, and a big win for institutions AND consumers.

Product distribution strategy: Direct to Business (B2B)


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 2014