We adhere to leading practices for security, risk, compliance management, and privacy in all that we do. Importantly, Envestnet | Yodlee never sells data that identifies individuals.
Key Benefits
Security & Risk Management: As a partner to leading global financial institutions and innovators, we follow bank-level security and risk management standards.
Strict Privacy Standards: We have built privacy protection into our enabling technology, business processes and operational procedures.
The Highest Compliance Standards: We are subject to examination by the U.S. Federal Banking Agencies, per the Bank Service Company Act, for the services provided to U.S. financial institutions.
Bank-Level Data SecurityDownload All Aggregation Platforms are Not Created Equal: A Security Perspective to learn how Envestnet | Yodlee is a trusted partner of many of the world’s top financial institutions and provides a premier consumer data aggregation platform, bridging the gap between innovation and security.
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.
Through our data intelligence solution, we enable our customers to deliver uniquely simple and personalized user experiences.
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].
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