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NAI+ EXCLUSIVE

How a Finance Podcast Became a Thought Leadership Platform

Goals and objectives

The objective of the campaign was to position Yodlee as a thought leader in the evolving space of open banking and connected financial systems. The podcast, Data-Driven Finance: The Financial Intelligence Podcast, was designed to explore how API integrations and regulatory shifts are transforming banking. Each episode features insights from industry leaders at organizations such as USAA, Navy Federal Credit Union, Accenture, and RBC. The tone is intentionally relaxed and conversational, providing listeners with candid, expert perspectives on complex financial topics. The aim was to inform fintech and financial services professionals while subtly increasing awareness of Yodlee’s platform capabilities.

Surprising Insights

While formal metrics remain elusive, the qualitative impact of the podcast has been significant. The format has proven to be an effective vehicle for thought leadership, allowing Yodlee to align itself with industry pioneers without dominating the conversation. The collaborative nature of the show has also deepened relationships with key players in the financial ecosystem, creating opportunities for future partnerships and reinforcing Yodlee’s role as a trusted voice in connected banking.

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