Yodlee, Inc.
999 Baker Way, Suite 10,
San Mateo, 94404, CA,
United States
San Mateo, 94404, CA,
United States
1 650-980-3600
Professional Services
Yodlee, Inc. Technographics
Yodlee, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Yodlee, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1000 Yodlee, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Yodlee, Inc. has purchased the following applications: Jobvite for Recruiting, Applicant Tracking System in 2015, Oracle Netsuite OpenAir for Professional Services Automation in 2011, Drift AI Chatbot for Chatbots and Conversational AI in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Yodlee, Inc. is running and its propensity to invest more and deepen its relationship with Jobvite , Oracle , Drift or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Yodlee, Inc. revenues, which have grown to $220.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Yodlee, Inc. intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Yodlee, Inc. Tech Stack and Enterprise Applications
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Jobvite | Legacy | Jobvite | Recruiting, Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, Yodlee, Inc. deployed Jobvite as its applicant tracking platform, embedding Jobvite on the company careers website to capture external applications. Jobvite operates as the organization's Recruiting,Applicant Tracking System and manages job requisitions, public job postings, candidate intake, and initial screening workflows routed from the careers page.
The implementation configured core ATS capabilities including requisition management, candidate tracking, interview scheduling, and offer workflow orchestration, aligned to recruiter dashboards and hiring manager access. Operational governance emphasized centralized applicant intake, role based access controls, and standardized pipeline stages for screening and interview coordination across corporate recruiting functions.
|
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Netsuite OpenAir | Professional Services Automation | ERP Services and Operations | n/a | 2011 | 2011 |
In 2011, Yodlee, Inc. deployed Oracle Netsuite OpenAir, installing a cloud based Project Management and Billing system across the organization. The deployment used Oracle Netsuite OpenAir as the core Professional Services Automation platform to centralize project delivery and billing workflows for the services organization.
Configuration focused on project management and billing modules, leveraging Professional Services Automation capabilities such as project planning, resource scheduling, time and expense capture, and invoicing workflow orchestration. The implementation emphasized cloud multi tenant delivery, role based access for services delivery and finance teams, and automated time to billing chains to support project accounting processes.
Operational coverage extended across professional services and finance functions at Yodlee, Inc., enabling centralized timesheet submission, milestone billing configuration, and project status reporting. Governance workstreams standardized timesheet and billing approval policies and configured role based controls within Oracle Netsuite OpenAir to align delivery and finance process ownership.
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AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Drift | Legacy | Drift AI Chatbot | Chatbots and Conversational AI | AI-Powered Application | n/a | 2020 | 2020 |
In 2020 Yodlee, Inc. deployed Drift AI Chatbot as a web-based conversational layer on its public site. The Drift AI Chatbot delivers Chatbots and Conversational AI capabilities to support customer engagement, automated lead capture, and self-service interactions.
The implementation emphasized conversational engagement workflows, combining knowledge-driven response flows, scripted qualification dialogues, and AI-assisted message generation. Deployment was executed at the site level with page-specific triggers and a phased rollout across priority marketing and support pages, with governance focused on content curation, response templates, and handoff rules to sales and customer success functions. The configuration positions Drift AI Chatbot as the front-line channel for marketing and support business functions on Yodlee, Inc.'s website.
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Analytics and BI | Analytics and BI |
|
2011 | 2011 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
|
Audio Video and Web Conferencing | Collaboration |
|
2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
|
2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Account Based Marketing | CRM |
|
2020 | 2020 |
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Account Based Marketing | CRM |
|
2022 | 2022 |
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Account Based Marketing, Sales Engagement | CRM |
|
2017 | 2017 |
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Customer Experience | CRM |
|
2018 | 2018 |
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Customer Support | CRM |
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2020 | 2020 |
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Customer Support | CRM |
|
2017 | 2017 |
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Customer Support | CRM |
|
2018 | 2018 |
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Marketing Analytics | CRM |
|
2017 | 2017 |
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Marketing Automation | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
|
2021 | 2021 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Governance, Risk and Compliance | TRM |
|
2018 | 2018 |
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Governance, Risk and Compliance | TRM |
|
2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
|
Transactional Email | PaaS |
|
2018 | 2018 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Application Hosting and Computing Services | IaaS |
|
2012 | 2012 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2015 | 2015 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Yodlee, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Yodlee, Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Yodlee, Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Yodlee, Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Yodlee, Inc. Technographics
Yodlee, Inc. is a Professional Services organization based in United States,
with around 1000 employees and annual revenues of $220.0 million.
Yodlee, Inc. operates a diverse technology stack with applications such as
Jobvite, Oracle Netsuite OpenAir and Drift AI Chatbot,
covering areas like Recruiting, Applicant Tracking System, Professional Services Automation and Chatbots and Conversational AI.
Yodlee, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Jobvite, Oracle and Drift.
Yodlee, Inc. recently adopted applications including
Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and 6sense Account Engagement Platform in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Yodlee, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Yodlee, Inc.’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Yodlee, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.