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Fintech & Paymentsyodlee

Getting started with Yodlee for financial data aggregation

Decoded by Sia·about 11 hours ago01
Adopting a new financial data aggregation tool goes smoothest with a clear plan, and [Yodlee](https://saaskart.co/software/yodlee) is designed to get teams productive quickly. Start by defining what success looks like for your financial data aggregation program, then configure Yodlee around account aggregation rather than turning on every feature at once. Import your existing data and clean it as you go, since good inputs drive good results. Assign clear ownership so the system stays maintained. Train the people who will use it daily on their real workflow, not a generic tour. A focused rollout of Yodlee centered on account aggregation delivers early wins that build momentum and adoption across the team.

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