Time to Switch

The right data aggregation solution could make a big difference in reducing costs and driving value


Many companies already using data aggregation solutions wrestle with outdated and ineffective tools that yield limited success in their ability to retain and expand customers and assets. It’s easy to feel trapped in these relationships, even as fees escalate and data quality diminishes.

You can’t afford to settle
The stakes are high. An ineffective data aggregation solution can impact your ability to acquire customers, share of wallet, and revenue. When done right, data aggregation helps:
  • Optimize customer relationships with Personalization-at-Scale
  • Establish more efficient operations
  • Retain and expand customers and assets
  • Improve growth and profitability

Envestnet delivers proven value
More than ever, companies are challenged to deliver a financial return on their organization’s investment in data aggregation. Leadership is demanding proof that a solution is worth its cost. That’s why we commissioned Forrester Research, an independent research firm, to investigate the total economic impact of Envestnet | Yodlee Data Aggregation by assessing the benefits, costs and risks associate with the investment.

Forrester Research found that FinTechs, financial institutions, and wealth management firms that used Envestnet | Yodlee Data Aggregation achieved significant results, including:

Source: 2023 Forrester Research Total Economic Impact Report on Envestnet Data Aggregation

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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

© 2023 Yodlee, Inc.