Leveraging Transaction Data for Greater Customer Insights

The ability to access and analyze high-quality financial data is the future of financial services. Yet financial transaction data is often ambiguous and unclear, cluttered with letters, numbers, and symbols, making it difficult for consumers to recognize their own transactions. In this webinar, we’ll show you how you can clarify confusing transaction data and provide additional context for consumers, to reduce consumer confusion and decrease support calls. We’ll also demonstrate how leveraging categorized and contextualized data, you can gain actionable insight into spending trends, promote targeted offers, and drive more targeted customer interactions.

We'll explore:

• How transaction clarity can eliminate customer confusion and reduce call-center and fraud-chain costs
• How to leverage enriched transaction data for a greater understanding of consumers’ spending and savings habits, payment preferences, and share of wallet
• How to use transaction data to identify cross-sell and upsell opportunities resulting in targeted customer interactions
• Using Envestnet | Yodlee Transaction Data Enrichment via FinApps, APIs, or Data as a Service (DaaS)

We hope you'll join us for this unique and informative webinar!