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•Respond automatically to common service requests – for approximately 25% of all requests
• Process tickets faster with automated responses to typical service requests, often in less than 15 minutes
• Simplify your workflow with rigorous issue analysis and guidance on next actions
• Personalize your experience with a new, fully customizable dashboard and additional features
•Monitor site health across Financial Institution sites and the Envestnet | Yodlee Platform more easily
•Track incidents, progress, and event resolution as well as anticipate planned maintenance
•Uncover insights quickly with consumer engagement reports
• Get clear visibility into the institutions your consumers search for within FastLink® and where external assets are held
• Make more informed, data-driven decisions to drive adoption and grow revenue
Watch this quick preview of the many enhancements in the new, My Yodlee experience designed to help accelerate ticket response times and better understand consumer engagement.
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Watch these tips to help you transition smoothly into the new, My Yodlee experience. We’re excited to bring you many new features designed to help you manage and create service requests more efficiently.
Why is My Yodlee important to customer care professionals?
Customer care professionals can 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.
Improve workflows with an intuitive interface including a new customizable and flexible dashboard and many other productivity enhancements.
Why is My Yodlee 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.
How do I access My Yodlee?
Customer care professionals can simply log in as you normally do using your current log in 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 resources are available for an easy transition to My Yodlee?
Watch the short videos for tips and information on how to create service requests, customize your dashboard, access engagement analytics reports and more.
The automated resolution engine video demonstrates how this tool fits into your workflow for greater efficiency.
The site is highly intuitive and includes in-product notifications as well as a user guide.
If you have questions, contact Envestnet l Yodlee Customer Care at [email protected].
View this short video to get a walk-through of your new My Yodlee home page. See how we’ve made the dashboard, which functions as your new home page, intuitive and completely customizable to make your job easier.
Watch this video to get a tour of the ways we’ve made the My Yodlee user experience better. With a user-friendly and flexible interface, we think the new enhancements help define your My Yodlee experience to best suit your needs.
Check out our new reports that provide valuable insights into how your customers are interacting with the Envestnet l Yodlee FastLink® application so you can deliver exceptional customer experiences and identify opportunities to grow revenue.
In this video, we’ll cover how to run the automated support engine for a service request, review the analysis and act on the results so you can resolve tickets faster and provide more effective, accurate updates to your customers.
As of February 2021, Envestnet | Yodlee's Open Banking Central solution includes access to improved connections for the following data providers: Citibank, JP Morgan Chase, Bank of America, Wells Fargo Bank, Charles Schwab, and Chime. This product guide explains the user experience for the new open banking connections, including migration flow for users that have previously linked accounts for these providers.
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