Yodlee and Nomis Solutions Help Financial Institutions Turn Transaction Data into Personalized Offers and Growth

New partnership combines enriched financial intelligence with advanced pricing and decisioning capabilities to help financial institutions deliver more relevant offers, strengthen customer relationships and improve portfolio performance.

Today, Yodlee and Nomis Solutions announced a partnership designed to help financial institutions turn enriched transaction data into more relevant customer offers and measurable growth. By combining Yodlee’s unified financial data, insights and solutions with the Nomis Financial Intelligence Engine, institutions can uncover customer and portfolio opportunities, optimize product and pricing strategies, activate personalized offers and measure results.

“Financial transaction data delivers its full value when it leads to better decisions and stronger customer outcomes,” said Farouk Ferchichi, chief executive officer of Yodlee. “This partnership brings our connectivity, enrichment and solutions closer to the product, pricing and customer decisions our clients make every day. With Nomis, we are helping institutions move faster from insight to action and turn data into measurable growth.”

The combined solution embeds Yodlee’s enriched consumer financial transaction data and insights into the Nomis Financial Intelligence Engine. Guided by each institution’s product, pricing and marketing strategies, it identifies actionable opportunities and helps deliver timely offers that balance customer relevance with portfolio profitability. This integrated approach reduces complexity and enables institutions to act quickly as customer needs and market conditions change.

The combined solution enables financial institutions to:

• Uncover growth opportunities across customers, products and portfolios using enriched financial and behavioral insights.
• Optimize pricing and marketing strategies to align customer value with portfolio goals.
• Deliver timely, personalized offers through new and existing digital experiences, workflows and customer channels.
• Measure results and continuously improve customer engagement and portfolio performance.

“The world moves too fast for analytics that sit outside the workflow,” said Greg Demas, chief executive officer of Nomis Solutions. “The ability to rapidly deploy, measure and refine decisions creates a meaningful competitive advantage. Together, Yodlee’s data and our intelligence engine give financial institutions an integrated solution that delivers value today and adapts as their business and customers evolve.”

The Nomis partnership is the latest addition to the Yodlee Solutions Network, which connects Yodlee clients with trusted partners and makes it easier to bring high-value capabilities into their digital experiences. Through the network, financial institutions can accelerate innovation, expand the products and services available to customers, and create new paths to growth.

About Yodlee

Yodlee is a global leader in financial data connectivity and intelligence. For more than 25 years, Yodlee has helped financial institutions, wealth firms and fintech innovators unlock the value of financial data. Through secure data connectivity, advanced analytics and industry-leading data enrichment, Yodlee transforms billions of financial interactions into insights that power modern financial experiences, including its own data-driven financial solutions. Today, organizations rely on Yodlee to accelerate innovation, strengthen customer relationships and drive growth in the emerging financial data economy. Learn more at www.yodlee.com/company.

About Nomis Solutions

For more than 20 years, Nomis Solutions has helped banks and credit unions improve product and pricing decisions. Its AI-powered platform brings together customer insights, product strategy and pricing execution, helping financial institutions identify opportunities, develop targeted strategies and measure performance. Learn more at nomissolutions.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20261008052945/en/

“Financial transaction data delivers its full value when it leads to better decisions and stronger customer outcomes."