During these unprecedented times, wealth managers and investment advisors need access to the highest quality financial data and tools in order to deliver the digital experiences and strategic insights clients require. Join our webinar to explore new tech and solutions that make it easy to get the data you need.
In this informative session, we’ll highlight the latest advancements from Envestnet | Yodlee that transform partial security data into clear and complete investment data output. You’ll get a sneak peek at our upcoming ACATS (Automated Customer Account Transfer Service) Verification product that streamlines ACATS workflows with access to critical data points. We’ll also touch on other products and features that enable you to spend less energy on manual data intervention and more time investing in client relationships.
Attend our webinar to:
See how the newest Envestnet | Yodlee Investment Data Enrichment features allow flexible rollout options and expanded data access
Learn more about our upcoming ACATS (Automated Customer Account Transfer Service) Verification tool
Explore tools to encourage Share of Wallet and AUM growth
Examine how data enrichment improves the quality of wealth data
Discover new innovations for wealth management in 2021
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Featured Speaker:
About Peter:
Peter is honored to be responsible for overall content on the Envestnet | Yodlee developer portal. He has worked as a software developer in Silicon Valley for most of his career, for companies as diverse as Apple, Motorola, and Sun Microsystems. In recent years, he has changed his focus from writing code himself, to teaching other developers how to write code and use APIs. His most successful book is “Expert C Programming” and he has received great feedback on his Java and Linux books as well.
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Why is this new experience important to customer care professionals?
Customer care professionals will be able to improve service ticket response times with an automated support resolution engine. The new tool responds automatically to common service requests for approximately 25% of requests.
Get ready to improve workflows with an intuitive interface including a new customizable and flexible dashboard and many other productivity enhancements.
Why is this new experience important for business leaders?
Business leaders can uncover insights more easily with new, consumer engagement analytics. Clear visibility into meaningful analytics can help you drive adoption and revenue. See the productivity gains your customer support teams achieve with the advanced automation tool, dashboard, and other features.
When will the new experience be available?
We’re targeting the launch of My Yodlee this spring. We’ll let you know as soon the official launch approaches.
How do I access the new experience?
Customer care professionals can simply log in as you do today using your current ID and Password.
The new Envestnet l Yodlee customer service experience is available at no additional cost to everyone who has access to Envestnet l Yodlee Customer Care now.
Business leaders who do not have access to Envestnet l Yodlee Customer Care can either contact their firm’s administrator to create a new log in ID or contact Envestnet | Yodlee customer support at [email protected].
What should I do to get ready for the My Yodlee experience?
Watch the short videos to learn more about what you can expect. On day one, you’ll be able to log in as you do today. The site will be highly intuitive and include in-product notifications to help guide you to key function and activities.
If you have questions, contact Yodlee Customer Care at [email protected].
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