Banking & credit data
Book the meetings your Yodlee workflow needs.
Envestnet Yodlee aggregates bank and financial account data for lenders and finance apps. Lending work stalls on appointments: a document call, a verification meeting, a signing. Those are the slots worth protecting.
What is switched on depends on your plan and industry pack. Ask us to confirm before you build a process on it.
- 1Yodlee step completed
- 2Specialist availability shown
- 3Meeting booked and logged
Illustrative flow, not a screenshot of a connected account.
What Yodlee brings to your booking workflow
Meetings at the stage they belong to
Book the call that unblocks the next step while the Yodlee check is still fresh.
The right specialist
Route by product and ticket size so a complex case does not land with whoever happened to be free.
An appointment trail
Who met whom, when, and about which case — recorded as a matter of course.
How it works
Three steps to a connection you can trust. Follow the screens in your own account for the exact wording.
- 1
Define the meeting types
Document collection, verification, advisory — each with its own length and hosts.
- 2
Set routing rules
Send each case to the team that handles that product or region.
- 3
Test one case
Walk a sample case from a Yodlee step to a booked meeting and check the record.
Where Yodlee sits in the catalogue
Yodlee is one of the connectors a particular kind of business layers on top of the core stack.
Browse the full catalogueWhere this connection helps
Insurance & financial services
Loans and DSA work. KYC, credit data, e-sign and renewal reminders are the parts a generic stack does not cover. Yodlee belongs to that stack, and udaybooking books the appointments it produces.
Credit and banking data
The catalogue files Yodlee under credit and banking data, one of the jobs that decides when an appointment should be offered, confirmed or moved.
Yodlee questions
Does udaybooking read Yodlee data?
No. It schedules the meetings around that work. Financial data stays in the systems built to hold it.
Can customer documents be collected at booking?
Ask for what you need in booking questions, and keep sensitive documents in your own compliant systems.
Is Yodlee available on my plan?
Yodlee is in udaybooking's connector catalogue, and what is switched on depends on your plan and the industry pack you run. Ask us to confirm it for your account before you build a process around it.
Start scheduling with Yodlee.
Set up your booking page, connect what you already use, and let people pick a time that works.