Envestnet | Yodlee

About Envestnet | Yodlee

Envestnet® | Yodlee® is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers and FinTechs. Our platform has proudly fueled innovation for more than 20 years, ultimately helping consumers achieve better financial lives.

Partnering with more than 1,400 Financial Institutions and FinTechs, we enable a massive data network associated with tens of millions of consumers who use platform-related personalised apps and services. With reliable accreditation and contractual access to user-permissioned financial data via open banking requirements in Australia, the US, UK, and around the world, our customers can responsibly utilise financial data for a variety of use cases.

Powering the Future of FinTech

Our intelligent data-driven solutions combined with our Sydney team’s expertise make us an ideal partner. We’re here to support your innovation with:

  1. Data Aggregation – As the market leader in financial data aggregation, we connect you to account data from over 17,000 global financial sources for your apps and services.
  2. Account Verification – Instantly verify and connect bank accounts in seconds with reduced risk.
  3. Clear & Accurate Transaction Data – Turn ambiguous transaction information into clear, easy-to-understand contextualised data with Transaction Data Enrichment.
  4. Credit Accelerator – Get a complete and accurate view of consumers’ financial positions for informed credit decisions that meet Responsible Lending guidelines.
  5. Financial Wellness Solutions – Our financial data platform, APIs, and FinApps make it easy to deliver the digital tools, services, and advice consumers need.
  6. Open Banking Expertise – As an Accredited Data Recipient and Intermediary, we adhere to the highest standards for data security, regulatory compliance, and consumer privacy.
  7. Developer Resources – Test, build, and launch powerful hyper-personalised apps with best-in-class developer tools and the best financial data coverage.

For more information on how Envestnet | Yodlee can help your FinTech, visit yodlee.com

 

Resources and Insights

eBook | 3 Keys to Identifying the Right Data Aggregation & Intelligence Provider

eBook | Data Intelligence Fuels Financial Wellness

White Paper | Leveraging Technology for Responsible Lending

White Paper | The Open Banking Opportunity

Case Studies | 86 400   Finder   Aakonsult   Bookipi   Reckon   Moneysoft

Key Contacts

Tim Poskitt

Tim Poskitt is Envestnet | Yodlee’s Country Manager for Australia and New Zealand. He leads the region’s operations and is also responsible for the company’s local strategy and go-to-market efforts. Tim has more than 15 years’ experience delivering results for clients in Europe, the United States, and APAC in the finance and FinTech sectors, and currently sits on three advisory boards as a FinTech advisor.

timothy.poskitt@yodlee.com

Tonia Berglund

Tonia has over 18 years of experience in the banking and financial services industry in Australia, and has held senior roles in two of the largest banks as well as the Australian Federal Government. Tonia is currently heading up Product for Envestnet | Yodlee in Australia and New Zealand, bringing to light the product vision and Open Banking program in these regions and transforming how banks and FinTechs can work together to achieve better outcomes for Australian consumers.

tonia.berglund@yodlee.com

Brenton Bourke

As an Account Executive, Brenton is often an initial point of contact for most prospective clients. Enthusiastic and dedicated, Brenton has an appetite for building and maintaining strong relationships that focus on the client use case and problem to solve for, and his ambition is for the potential client’s business to always succeed. Brenton assists in guiding prospective clients in their pursuit of higher value insights and knowledge of Envestnet | Yodlee’s best-in-industry financial data aggregation and analytics solutions.

Peter Turville-Ince

Peter Turville-Ince is the Regional Sales Manager for Australia and New Zealand. Peter has 12+ years of business-to-business sales experience within financial services and data and analytics. Peter supports Envestnet | Yodlee’s banking, wealth and payments customers in solving complex problems in relation to financial data aggregation and delivering the innovative solutions that open banking makes possible.

Ajay Singh

Ajay Singh is the Regional Sales Manager leading Envestnet | Yodlee’s FinTech, financial institution, and Proptech verticals. Ajay has been with Envestnet | Yodlee for over two and a half years and has over 15 years’ experience working in the technology industry. Ajay is innovative, solution-focused, and dynamic, and he goes above and beyond to ensure his customer’s satisfaction and business goal success within the FinTech solutions environment.

Taner Uzelakcil

Taner is a Regional Sales Manager and has over eight years of experience in providing connected solutions for user experience, market capitalisation, customer activation, and growth across the retail, travel, loyalty, and financial services industries within the APAC and MENA regions. Taner strives to empower his clients from all sectors of the financial services ecosystem to harness the power of financial data to provide intelligent insights, data-driven decisions, and intuitive user experiences for their customers within Australia and New Zealand.

Lauren Applegate

Lauren Applegate holds a Bachelor of Psychology and a Bachelor of Marketing and is a customer success and retention expert with deep experience in the financial industry.  As Envestnet | Yodlee’s ANZ Director of Customer Success and Marketing, Lauren’s role is centred around ensuring that her customers can innovate, succeed, and grow through the use of Envestnet | Yodlee’s best-in-market Data Aggregation, Account Verification, Data Enrichment, Financial Wellness, and Credit Accelerator tools.  With a background of executing marketing functions for online start-ups, as well as holding sales leadership roles within large Insurance providers, Lauren has a great mix of experience to assist everyone from small Fintech’s to large Financial Institutions with their growth strategies.