Forrester Research found that FinTechs, financial institutions, and wealth management firms that used Envestnet | Yodlee Data Aggregation achieved significant results, including:
Want to Chat?
* required fields
The information you provide will be used in accordance with the terms of our privacy policy.
We’ve got you covered. If your current solution pales in comparison to these statistics, it might be time to switch to Envestnet | Yodlee Data Aggregation. It’s not as hard as you might think. We offer a turnkey way to make the transition that eases pain points and quickly delivers value.
“Aggregation is hard. But it gives us insight into our customers’ financial health that would be
impossible otherwise. It enables us to segment out customers, identify their personal needs,
and message them on our services in a way that is most useful to them.”
— CTO, digital wealth management
Source: 2023 Forrester Research Total Economic Impact Report on Envestnet Data Aggregation
Data Aggregator Switch Campaign
The Real Case for Change: Download Our Data Sheet
Forrester Total Economic Impact Study
Real World Proof that Choosing the Right Data Partner can Really Payoff
Data Aggregation Checklist
Discover Your Progress on the Data-to-Value Journey
“Ready to Stop Making Excuses for Bad Data?”
Check out the Webinar to Hear from the Experts
Drive Innovation with Financial Data Aggregation
See all the Possibilities: Read Our Data Sheet