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Data Intelligence Solutions

Envestnet | Yodlee’s data is made to do more, leveraging our unmatched comprehensive aggregation of financial data, massive scale, and extensive data science capabilities, which unlike our competition, have been honed against tens of billions of transactions.

Such massive scale allows Envestnet | Yodlee’s strategic Data Intelligence and its ability to attain powerful pattern recognition and detection, to enable predictions which can be used to provide personalized and actionable financial guidance. Ultimately, we enable financial institutions and FinTech innovators with a data intelligence solution, helping them create uniquely simple and personalized user experiences.

5 Critical Questions on Data Intelligence

What if you could bring a customer’s entire financial life into focus daily? What if that information allowed them to change their behavior and their financial wellness? That’s the power of data intelligence.

Download Critical Questions on Data Intelligence for Financial Institutions to:

  • Discover the types of problems data intelligence can solve.
  • Learn about the difference between data intelligence and big data.

  • Understand the key components of data intelligence and its effect on your business.

Download Whitepaper

Redefining the Future of Digital Financial Innovation

 Best Financial Data

We provide the best and most comprehensive financial data across retail banking, credit, and wealth management, enabling a massive data network associated with tens of millions of consumers.



Bank-Level Security

Our security and privacy programs adhere to some of the most stringent security, privacy, and compliance standards in the world.




Data + Intelligence for Financial Innovation

Envestnet | Yodlee is constantly redefining the future of digital financial innovation so financial institutions and FinTech innovators can deliver better outcomes for their customers.

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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].

The New Envestnet | Yodlee Customer Experience: My Yodlee

You asked, we listened and it's coming this spring. Learn more with the FAQs, highlights and videos below.

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