Envestnet | Yodlee CustomerCare - Service Insight Dashboard

Empower your support organization with the Envestnet | Yodlee Service Insight Dashboard


Get a detailed view of your Envestnet | Yodlee aggregated account service, gauge the success of your onboarding practices, and gain visibility into service issues with the Envestnet | Yodlee Service Insight Dashboard.

Use this real-time operational dashboard of aggregation health to:

  • Monitor aggregation connectivity
  • Generate continuous updates on sites aggregated by your clients
  • Provide real-time operational dashboard for aggregation health
  • Deliver visibility into outage resolution

Providing connectivity to over 16,000 data sources in 17+ countries requires a global organization and an around the clock operation to accommodate changes, updates, and maintenance issues that occur in a normal course of business.  Envestnet | Yodlee’s Financial Data Platform is the only aggregation partner that owns the data aggregation process end-to-end, from acquisition to delivery. Our holistic insight, connections, and expertise come together in our Service Insight Dashboard, an innovative new tool designed to keep you informed and updated so you can deliver the exceptional service your clients and users deserve

You Asked for More Insight. We Answered.

Developed directly from customer feedback, the Envestnet | Yodlee Service Insight Dashboard enables you to keep your finger on the pulse of your aggregated accounts, with details on everything from aggregation health to site specific updates.

Ato ne zadiri royale, tu hori anice hisatori vin.

Naui bosu mendi ta uci. Aci ni conba paxuna zumeni, runbi tareyo zi ipa. Ri hori inri ila, don geru zame jisada mi. Ban zn mate uaci. Visuani. Zi iko bengin sigaret, sucan agona vi iro. On ato agona vedaya.

Ato ne zadiri royale, tu hori anice hisatori vin. Zina muga paimoda pin si, visu heri cigi ika co. Ili boro inada jakine ri, tebin rucin zin ta, ceba senga mandi on kon.

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Ato ne zadiri royale, tu hori anice hisatori vin. Zina muga paimoda pin si, visu heri cigi ika co. Ili boro inada jakine ri, tebin rucin zin ta, ceba senga mandi on kon.

Read more >

Ato ne zadiri royale, tu hori anice hisatori vin. Zina muga paimoda pin si, visu heri cigi ika co. Ili boro inada jakine ri, tebin rucin zin ta, ceba senga mandi on kon.

Read more >

Ato ne zadiri royale, tu hori anice hisatori vin. Zina muga paimoda pin si, visu heri cigi ika co. Ili boro inada jakine ri, tebin rucin zin ta, ceba senga mandi on kon.

Read more >

Monitor aggregation connectivity:



  • Access interactive graphs for deeper insights into specific site issues
  • Continuously monitor your top sites and long-tail availability

 

Interact with the operational aggregation dashboard to:



  • See refresh trends over the trailing 30 days
  • Visualize site outages as they are occurring


Access site connectivity statuses and additional details:



  • See site refreshes by success and failure
  • Added transparency and clarity into data and service element availability by site
  • View historical notifications for sites and understand site change behaviors

 

See site resolution status and get accurate timeframes:



  • Receive outage resolution timeframes
  • Receive real time notifications when resolutions have been initiated and completed


Frequently Asked Questions (FAQ)


1. How do I access the Service Insight Dashboard?

The Service Insight Dashboard is available at no additional cost to everyone who has access to Envestnet | Yodlee CustomerCare. To inquire about the Service Insight page, please contact Envestnet | Yodlee Support.

2. Does the Service Insight Dashboard show metrics in real time?

Yes, data connectivity and service outages are updated continuously from outage to resolution.

3. What can be done when a user reports a problem for a specific site?

Your organization will have the ability to determine if it is a user specific error or a site outage and in the case of an outage, monitor and receive alerts and status of the site. This enables your organization to provide impactful updates to your customer base.


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