Only Envestnet | Yodlee – the market leader in financial data aggregation – brings together data + intelligence™ using the best financial data available across banking and wealth management from tens of millions of consumers. Applying data science, machine learning, artificial intelligence, and leading security practices, Envestnet | Yodlee constantly redefines the future of digital financial innovation and insights, so financial institutions and fintech innovators can deliver better outcomes for their customers.
You can learn more about Envestnet | Yodlee’s depth and breadth of aggregated financial data and extensive data science capabilities in the exclusive whitepaper, 5 Critical Questions on Data Intelligence for Financial Institutions.
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, ultimately, 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.
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.
Our security and privacy programs adhere to some of the most stringent security, privacy, and compliance standards in the world.
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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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