Envestnet | Yodlee Announces Industry-Leading Aggregation Platform on the Salesforce AppExchange and Extension of Salesforce ...
March 09 2016 - 7:46PM
With Envestnet | Yodlee Aggregation Platform,
financial institutions can now request access to a single,
comprehensive view of the data they need to build deeper client
relationships
Envestnet | Yodlee (NYSE:ENV), a leading data aggregation and data
analytics platform powering dynamic, cloud-based innovation for
digital financial services, today announced it has launched the
Envestnet | Yodlee Aggregation Platform on the Salesforce
AppExchange, providing financial institutions with a single,
comprehensive view of held-away financial data combined with CRM to
holistically manage clients’ financial lives.
Envestnet | Yodlee’s Aggregation Platform will also extend the
capabilities of Salesforce Financial Services Cloud with data and
account aggregation tools. Salesforce Financial Services Cloud is
generally available for purchase today, empowering financial
advisors to build deeper and more productive 1-to-1 client
relationships, be more productive, and engage more holistically
with clients anywhere and on any device.
Built on the Salesforce App Cloud, the Envestnet | Yodlee
Aggregation Platform is currently available on the AppExchange at
www.appexchange.com.
Key Features: Envestnet | Yodlee Aggregation Platform
for Salesforce Financial Services Cloud
Collects and connects user-permissioned, end-user account data
from more than 14,000 sources — such as bank accounts and 401(k)s —
to provide financial institutions with a holistic view of their
client’s finances across accounts.
- Provides 360-degree view of clients’ financial accounts so
financial institutions can now deliver smarter, more personalized
engagements that lead to increased assets under management and
improved regulatory compliance.
- Creates a centralized data hub for held-away accounts, to
improve productivity plus data insights and address “Know Your
Client” requirements.
Comments on the News
“Driven by the digital revolution, there is an enormous amount
of pressure on financial institutions to ensure they’re providing
their clients with the best tools and unparalleled access to
financial data,” said Anil Arora, Chief Executive Officer of
Envestnet | Yodlee and Vice Chairman of Envestnet. “By connecting
Envestnet | Yodlee’s industry leading financial data aggregation
solution with the Salesforce platform, financial institutions can
move seamlessly between Envestnet | Yodlee and Salesforce, which
creates a more streamlined process for advisors.”
"The future is here, and it is fueled by data-driven financial
advice, not administrative tasks. Salesforce is transforming the
advisor-client relationship for the digital age," said Simon
Mulcahy, GM of Financial Services, Salesforce. "Envestnet | Yodlee
is supporting Salesforce in its mission to deliver a new era
through proactive, personalized and goal-based collaborative
advice."
About Salesforce AppExchange
Salesforce AppExchange is the world’s leading
enterprise apps marketplace that empowers companies to sell,
service, market and engage in entirely new ways. With 3,000 partner
apps and more than 3.5 million customer installs, it is the most
comprehensive source of cloud, mobile, social, IoT and data science
technologies for businesses.
About Salesforce Financial Services Cloud
Salesforce Financial Services Cloud is transforming the
client-advisor relationship by empowering advisors to build deeper,
1-to-1 relationships with clients; enabling advisors to spend less
time on administrative tasks and more time focusing on investors;
and allowing advisors to engage more comprehensively with clients
and their households.
Additional Resources
- Like Salesforce on Facebook:
http://www.facebook.com/salesforce
- Follow Salesforce on Twitter:
https://twitter.com/salesforce
- Become a fan of Envestnet | Yodlee:
https://www.facebook.com/Yodlee
- Follow Envestnet | Yodlee on Twitter:
https://twitter.com/Yodlee
Salesforce, App Cloud, AppExchange and others are among the
trademarks of Salesforce.com, Inc.
About Envestnet | Yodlee
Envestnet, Inc. (NYSE:ENV) is a leading provider of unified
wealth management technology and services to investment advisors.
Our open-architecture platforms unify and fortify the wealth
management process, delivering unparalleled flexibility, accuracy,
performance, and value. Envestnet solutions enable the
transformation of wealth management into a transparent,
independent, objective, and fully-aligned standard of care, and
empower advisors to deliver better outcomes.
Envestnet | Yodlee is a leading data aggregation and data
analytics platform powering dynamic, cloud-based innovation for
digital financial services. More than 950 companies, including 12
of the 20 largest U.S. banks and hundreds of Internet services
companies, subscribe to the Envestnet | Yodlee platform to power
personalized financial apps and services for millions of consumers.
Envestnet | Yodlee solutions help improve the speed and delivery of
financial innovation, improve digital customer experiences, and
drive better outcomes for our clients and their customers.
Envestnet | Yodlee is headquartered in Redwood City, CA with
global offices in London and Bangalore. For more information, visit
www.yodlee.com.
Media Contact
VSC for Yodlee Interactive
Abbie Havern
abbie@vscpr.com
1-650-815-5050
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