The Envestnet | Yodlee Financial Data Platform offers the broadest and deepest set of data sources that help fuel many leading financial services companies. We make it possible through the strengths of our data acquisition capabilities and extensive data cleansing and enrichment expertise.
The Envestnet | Yodlee Data Aggregation Platform has fueled innovation in online banking and financial data management for over 19 years, securing 50 issued patents along the way. We partner with thousands of financial institutions and fintech innovators, including 15 of the top 20 U.S. banks and 10 out of the top 10 Wealth Management Firms, enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services.
Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest. Download our whitepaper to learn more about how Envestnet | Yodlee provides the best and most comprehensive financial data across retail banking, credit, and wealth management.
Through our data intelligence solution, we enable our customers to deliver uniquely simple and personalized user experiences.
Our security and privacy programs adhere to some of the most stringent security, privacy, and compliance standards in the world.
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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