Case Study
Golden Case Study
For more information, go to yodlee.com Improving the Financial Health of Seniors with the Envestnet | Y odlee Core APIs The Challenge When Evin Ollinger founded Golden, he knew from personal experience how difficult and overwhelming it was to step in suddenly to manage the finances of a parent who could no longer manage on their own. With Golden, Ollinger hoped to help Baby Boomers care for their aging parents by giving them the tools and resources needed to manage and even improve their parents’ financial health. To help Boomers take charge, Golden had to present Boomers with their parents’ full financial picture, which required seamless access to a massive financial data network. Enrolling and linking accounts had to be easy, accurate, and intuitive to keep users from abandoni