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)
Contacts:
Bus. Dev: Karim Bhalwani, Strategy & Bus. Dev. Manager, kbhalwani@yodlee.com,
650-980-3647
Press: Melanie Flanigan, Senior Marketing Director, mflanigan@yodlee.com, 650-980-3707
Sales: Nick Kamali, Inside Sales Rep, nkamali@yodlee.com, 650-980-3675
Website: yodlee.com
Twitter: @Yodlee
HQ: Redwood City, CA
Founded: February 1999
Product Demoed: APInnovation
Product Launch: September 2014
Metrics: Yodlee is a global financial technology leader with 750+ customers, 64 US patents, millions of users, and more than 900 employees worldwide. From leading financial institutions to Fortune 500 Internet companies to the coolest startups, Yodlee powers the services shaping today’s digital customer experiences.
Presenters: John Bird (Product Marketing, Yodlee),
Jon Petz (Product Evangelist, Yodlee),
Avi Lele (CEO, Stockpile)
- Key Executives
Anil Arora (President & CEO), Mike Armsby (CFO), Joe Polverari (Chief Strategy & Development Officer), Bill Parsons (Chief Customer Officer), Eric Connors (SVP Products), David Lee (CMO), Tim O’Brien (SVP Operations & Information Security), Tom Hempel (SVP Engineering), Arun Anur (SVP Professional Services), Arjun Singh (Managing Director, India)
Key Stats
- Key Board Members
Anil Arora (Yodlee), Gayle Crowell (Warburg Pincus), Pat Hackett (Warburg Pincus), Bill Harris (Personal Capital), Dennis Phelps (Institutional Venture Partners), Bruce Felt (Former CFO, Auction.com & SuccessFactors)
- Key Investors
Accel Partners, Institutional Venture Partners, Warburg Pincus
- Key Partnerships
ACI, Andera, FIS, First Data, Q2, Central1, MoneyGuidePro, Xignite
- Key Customers
Yodlee powers services for 750+ companies, including top global financial institutions and leading Internet services companies, large and small.