Leveraging Yodlee Screen-Scraped Competitive
Yodlee is the leading provider of
account aggregation services. This service allows consumers to
consolidate their on-line financial information from different
institutions and integrate it all in one website.
the business processes to receive and analyze Yodlee screen-scraped,
aggregated data. Provided actionable insights to a major financial
services provider to customize promotional offerings based on a study of
Result: Developed and tested customer-specific value propositions based on
competitive insights. Results from Phase I of testing indicated
there is a 25% lift in new account response rates for financial products
and services when offerings are tailored to meet or beat competitive
product holdings delivered through a cost-efficient channel.