Yodlee Announces Integration With Salesforce Financial Services Cloud
26 Ottobre 2015 - 2:00PM
Yodlee (Nasdaq:YDLE), a leading cloud platform driving digital
financial innovation, today announced an integration with
Salesforce Financial Services Cloud that provides access to the
Yodlee Aggregation Platform and empowers advisors with aggregated,
user-permissioned account data and a holistic view of clients'
finances.
By connecting Yodlee's account aggregation with Salesforce
Financial Services Cloud, activity and account information can move
seamlessly and securely from the Yodlee Aggregation Platform into
Salesforce, providing advisors with access to their clients'
financial account data in real time.
"With a 360-degree view of their clients' financial accounts,
advisors can now experience greater customer interaction and
engagement, offer more meaningful and personalized, holistic
advice, and drive opportunities for revenue growth," said Anil
Arora, CEO of Yodlee. "We are extremely pleased to work with
Salesforce on this important wealth management initiative to
advance both the advisor and customer experience."
With the Yodlee Aggregation Platform enabled on Salesforce
Financial Services Cloud, advisors are well positioned to help
clients achieve their financial goals and bring assets
in-house.
Yodlee will demo the Salesforce integration at Money20/20 on
October 26 – 28 in Las Vegas. For more information, please visit
http://www.yodlee.com.
General availability for Salesforce Financial Services Cloud is
slated for first half of 2016.
Salesforce Financial Services Cloud is a product of
salesforce.com, inc. and is not affiliated with any products or
services of other companies.
About Yodlee®
Yodlee (Nasdaq:YDLE) is a leading technology and applications
platform powering dynamic, cloud-based innovation for digital
financial services. More than 900 companies, including 11 of the 20
largest U.S. banks and hundreds of Internet services companies,
subscribe to the Yodlee platform to power personalized financial
apps and services for millions of consumers. Yodlee solutions help
transform the speed and delivery of financial innovation, improve
digital customer experiences, and deepen customer engagement.
CONTACT: Media Contact:
James Christopherson
415-677-9125
james@vscpr.com
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