Yodlee Tandem

Yodlee Tandem is the rst secure collaborative nancial management app that lets consumers establish and manage their shared nancial relationships. With the app, users can set up nancial circles from their contacts and social networks and apply varying degrees of account access based on the relationship type.
Advantages for Financial Providers
+ Easily integrated into platforms existing mobile banking

Create Financial Circles with the First Collaborative Mobile Financial App for Managing Relationships
Lets face it, we live in a social world and none of us make decisions in a vacuum. When it comes to finances, where you stand depends on which hat youre wearing. Now, through a single app, Tandem empowers you to make financial decisions as a family, a couple, a group, or a parent. Making financial decisions has never been more rewarding or more actionable. From eldercare to small business financial management, from collaborating with advisors and bank loan officers to helping a child pay college expenses, and from roommates to married couples, Tandem provides a secure, proactive, and actionable interaction space for financial dialogue between groups and individuals. In collaborative financial circles where secure group communications, proactive alerts, and money movement are imperative, Tandem fits the bill.

+ White labeled,

customizable mobile app

+ A unique and engaging

experience for consumer to consumer interactions

+ Can be integrated to allow collaboration between financial

institution relationship managers and their customers

+ Advisors and clients between individuals or and bank loan officers

+ Process management small business owners

+ Assists with customer acquisition, retention

Getting Started with Tandem is easy. Create financial circles (from contacts and social networks) based on levels of trust that determine account sharing access. In the secure interaction space, members of the financial circle can tag transactions, chat, upload and share docs and receipts, transact, analyze, monitor finances, and so much more.

www.yodlee.com

As the First Collaborative Financial Management App for Banks, Yodlee Tandem offers the following core capabilities:
+ Tag individual transactions from any account interaction space + Communicate in the context of transactions or accounts via a secure + Upload and share documents, transactions, receipts, etc.

+ Transact with full money movement including account transfers and P2P + Analyze and monitor shared expenses by setting alerts in the shared + Establish and keep track of shared goals interaction space

+ Share and collaborate on a financial calendar Financial institutions can incorporate Tandem directly into their existing mobile banking platforms. By giving customers access to this powerful financial tool, banks increase customer engagement and retention, create new revenue streams, and learn more about their customers financial needs.

In keeping with Yodlees commitment to consumers financial empowerment,

all aspects of Tandem protect consumers financial information. Tandem uses and reliability of Yodlees powerful data API.

bank-level security and encryption technology, incorporating the proven safety

Keeping track of your various financial relationships has, until now, been complex and time consuming. Tandem gives you greater control of shared interactions. For example, a college student may tag several credit card transactions for reimbursement from mom and dad. Small business partners can upload and share loan documents with a bank officer. A suspicious set of transactions on moms account can trigger action by siblings monitoring moms affairs. There are hundreds of scenarios we all deal with every day. Its a very proactive and actionable app. Eric Connors, Senior Vice President of Products at Yodlee

Find out more

Learn more about how Yodlee Tandem enables safe and meaningful dialogue about finances between individuals and among groups. Visit www.yodlee.com/yodlee-tandem, or view the demo presented at FinovateFall on September 10, 2013.

About Yodlee & Yodlee Interactive

Yodlee is the Platform for Financial Innovation. More than 800 companies globally, including 7 of the top 10 US financial institutions, rely on Yodlee to power personalized financial apps and services for millions of consumers, driving retention, engagement, and revenue. Leveraging the industrys largest data platform, Yodlee also delivers real-time insight into consumer behaviors to create more dynamic interactions anywhere, anytime, on any device. Yodlee Interactive is focused on making the Yodlee platform available everywhere that value can be created by entrepreneurs, partners, and developers to build digital financial apps and services. As the architects of a new digital ecosystem, Yodlee Interactive optimizes the wisdom of the financial technology crowd to create, catalyze, and distribute innovations faster through an open and secure data API. Used by hundreds of companies, both small and large, Yodlee Interactive is the horsepower behind todays coolest and most personalized digital experiences. Yodlee is headquartered in Redwood City, California. For more information, visit www.yodlee.com or yodleeinteractive.com

www.yodlee.com