Yodlee (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.
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.