Build Intelligent Financial Wellness Solutions with Envestnet | Yodlee Transaction Data Enrichment



Personal financial wellness solutions help consumers improve their finances by providing proactive suggestions, tips, and tools on how to manage cash flow, cut wasteful spending, pay down debt, save for the future, and more. As they actively guide customers to optimize their financial health, financial wellness solutions increase customer trust, retention, and advocacy.

Yet financial wellness solutions can only be as intelligent and effective as the underlying data they access. That’s why we put Envestnet | Yodlee Transaction Data Enrichment at the core of our Financial Wellness Solution. By cleaning, categorizing, and simplifying transaction data before utilizing it, Envestnet | Yodlee Transaction Data Enrichment enables more intelligent financial wellness experiences.

Request a Free Trial of Transaction Data Enrichment

Transaction Data Enrichment Transforms the Customer Journey with:

  • The highest data accuracy in the market – but don’t just take our word for it – get a free trial

  • Auto categorization of transactions

  • New merchant geo-location data that includes street address, city, and state

  • The broadest merchant coverage with nearly 3,000 of the most frequently transacted merchants and the ability to identify over 3 million long tail merchants

  • Description cleansing for an optimized mobile experience

  • Data that’s ready to be utilized in your financial wellness solutions


The Foundation of Actionable Financial Wellness Experiences

Envestnet | Yodlee’s industry leading data aggregation and organization, in conjunction with machine learning analytic techniques, enables the identification of actionable patterns across massive data sets. These analytics techniques are critical for building personalized and engaging experiences with actionable recommendations that help users proactively improve their financial health.



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