Empowering consumer financial wellness begins with connecting financial accounts to your app or experience. Our new Aggregation Quickstart guide makes it easy. Join us to see how you can use Quickstart to easily leverage our account aggregation product, make API calls, connect financial accounts, pull in transaction data, refresh balances on an ongoing basis, and more.
We’ll cover how to connect a financial account, pull in transaction data, refresh balances on an ongoing basis, and more. You won’t want to miss this opportunity to build your aggregated data expertise.
Register for the webinar to:
• See the basics of aggregating accounts using the Envestnet | Yodlee API
• Make a live API call quickly and easily
• Tap into Envestnet | Yodlee data such as transactions, net worth, and more
• Refresh account data on an ongoing basis
• Generate code in the programing language of your choice – whether Java, C#, JavaScript or others
• Use Postman to make API calls without writing many lines of code
Register for the webinar for a demo of our new Aggregation Quickstart and the basics of working with aggregated financial data.
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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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