Personal financial wellness solutions can help consumers improve their finances by providing them with proactive suggestions, tips, and tools on everything from managing cash flow to paying down debt. Yet these solutions can only be as intelligent and effective as the underlying data they access. In our webinar, we’ll show you how you can bring context and clarity to your transaction data for more powerful financial wellness experiences.
Register for our webinar for an in-depth look at Envestnet | Yodlee® Transaction Data Enrichment and how it improves data accuracy, clarifies transaction descriptions, and puts financial data into context for your financial wellness solutions. A Proof of Concept will be offered to attendees so you can try Transaction Data Enrichment with your own data. We’ll enrich the data, identify gaps, and consult with you on the results at no cost.
Attend the webinar for a discussion and demo of how Transaction Data Enrichment:
- Provides the highest data accuracy in the market
- Auto categorizes transactions
- Simplifies transaction descriptions to reduce customer support calls
- Provides merchant geo-location data including street address, city, and state
- Cleans and preps data for use in your financial wellness solution