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Leveraging Yodlee Screen-Scraped Competitive Financial Data

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.

Designed 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 competitive data. 

Business 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.


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