Founded in 1999, Yodlee now stands as one of the oldest names in financial technology. Their software services for financial account aggregation are sophisticated. when you’re leading the pack in technological innovation, it takes expertise to translate that sophistication into plain language.
We got started with that work with a pair of webinars, explaining emerging technologies in the business of data aggregation, then produced a full eBook reporting on fintech – and what Yodlee’s doing in the space. The purpose was beyond a basic marketing solution: it was about educating banks on the ins-and-outs of data aggregation, artificial intelligence, and how these new technologies could improve customer experience and other financial processes in dramatic ways.
That took a level of understanding many consultancies don’t have. The digital revolution is well underway, and as the financial services industry continues to evolve, companies need voices that aren’t just good at writing an appealing sentence, but who have actually observed and understood these changes firsthand.
There was nothing magical about the process. Yodlee was looking for technical expertise, not just boilerplate marketing-speak, and we have it. Translating that expertise into plain language is how businesses like Yodlee can create alignment in their business, not just between themselves and their customers, but also internally between tech teams and the market-focused bottom line.
That’s a touch that’s worked for Yodlee. It’s about marketing products in a way that generates real results. if a client understands the technical ins-and-outs of what a company can do for them, that puts them in a position to fully utilize the available services.