FinovateSpring 2015 / Yodlee

Presenter Profile:

How they describe themselves: Yodlee’s cloud-based platform powers dynamic innovation & solutions for digital financial services. Leveraging comprehensive & unique transactional data, Yodlee’s advanced data network transforms customer interactions by enabling solutions – such as digital financial management, money movement, wealth & risk management, mobile, APIs & more.

How they describe their product/innovation: At Yodlee, we believe there is massive potential to change & shape financial habits and behaviors leveraging data, analytics, & progressive engagement to encourage good behaviors – making it easier to say yes (to saving) than no. Our newest innovation embraces behavioral psychology & data clustering to automate chores, make personalized recommendations & provide actionable advice. Research demonstrates that feelings matter when it comes to selling financial products, so helping people feel good about their finances & meet their personal goals means expansive value to financial providers. Yodlee’s latest innovation capitalizes on key data-driven insights to fundamentally change the digital banking experience.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other companies


Bus. Dev.: Karim Bhalwani, Strategy & Bus. Dev. Manager,, 650-980-3647
Press: Jenna Cheng, Marketing,, 650-980-3691
Sales: Julie Solomon, VP Sales,, 650-980-3712

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