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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

Description

Businesses and consumers are reshaping their expectations regarding interactions with financial institutions, placing less emphasis on geographic presence and focusing instead on the institution's capability to engage with them effectively. Fiserv provides businesses with cutting-edge solutions designed to control costs, enhance and secure revenue, and manage the risks involved in payment processing while also fostering strong customer relationships. The current landscape has compelled financial institutions to reconsider the role of digital channels and real-time payment systems in meeting consumer demands for seamless experiences. With Fiserv’s offerings, whether customers are making payments in person, online, or via mobile devices, organizations can fully leverage the advantages of electronic payment processing. This adaptability not only meets the evolving needs of consumers but also positions businesses for sustained growth in a rapidly changing market.

Description

Yodlee is the trusted data aggregation and intelligence platform powering the future of open finance. For more than two decades, Yodlee has helped financial institutions, fintech innovators, and enterprises convert data into meaningful action. Its ecosystem connects over 19,000 financial institutions, powering 601 million consumer accounts with secure, direct connections and enterprise-grade scalability. Through its suite of products—ranging from Personal Financial Management (PFM) to Wealth Management, Credit Solutions, Payment Enablement, and Business Financial Management—Yodlee enables institutions to deliver personalized, data-driven customer journeys. Its AI and analytics capabilities transform complex data sets into actionable insights that support smarter lending, risk assessment, and financial guidance. Trusted by top U.S. banks, wealth firms, and technology providers, Yodlee remains the backbone of digital transformation in financial services. With a strong focus on security, privacy, and compliance, it ensures that innovation never comes at the cost of trust. By turning fragmented financial data into clear, strategic intelligence, Yodlee enables organizations to anticipate customer needs and stay ahead in a rapidly evolving market.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Akoya Yes 
Alacriti Yes 
Boss Insights No 
Canopy Yes 
Club Caddie Yes 
Exact Payments Yes 
FirstClose Yes 
Infinant Interlace Platform No 
Kompliant Yes 
Lama AI Yes 
Longview Tax Yes 
MANTL Yes 
Nango Yes 
Payitiv CRM Yes 
PremierCashier Yes 
Primer Yes 
Quavo Yes 
QuikCheK Cloud Yes 
Refold Yes 
interface.ai Yes 

Integrations

Akoya Yes 
Alacriti No 
Boss Insights Yes 
Canopy No 
Club Caddie No 
Exact Payments No 
FirstClose No 
Infinant Interlace Platform Yes 
Kompliant No 
Lama AI No 
Longview Tax No 
MANTL No 
Nango No 
Payitiv CRM No 
PremierCashier No 
Primer No 
Quavo No 
QuikCheK Cloud No 
Refold No 
interface.ai No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Fiserv

Founded

1984

Country

United States

Website

www.fiserv.com/en.html

Vendor Details

Company Name

Yodlee

Founded

1999

Country

United States

Website

www.yodlee.com

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Payment Gateways

ACH / eCheck support No 
Buyer Authentication No 
Credit / Debit Support No 
Customer Information Storage No 
Fraud Prevention No 
Invoicing No 
Multi-Currency No 
PCI Compliance No 
Point-of-Sale (POS) No 
Recurring Billing / Subscriptions No 
Reporting / Analytics No 

Payment Processing

ACH Check Transactions No 
Bitcoin Compatible No 
Debit Card Support No 
Gift Card Management No 
Mobile Payments No 
Online Payments No 
POS Transactions No 
Receipt Printing No 
Recurring Billing No 
Signature Capture No 

Product Features

Financial Services

Analytics No 
Branch Optimization No 
Channel Management No 
Compliance Management No 
Customer Engagement No 
Performance Management No 
Risk Management No 

Alternatives

Alternatives

Finicity Reviews

Finicity

Mastercard