Yodlee’s expert Professional Services and Client Services teams have a deep understanding of financial institutions’ core systems and customers and acknowledge that each client has unique needs and requirements for online personal financial management. From project management and implementation through ensuring your customers’ satisfaction, Yodlee provides unparalleled service and a superior customer experience. Our goal is to help you realize your strategic objectives, gain a competitive advantage, and fully realize all the benefits of our solutions in your business.

Professional Services

Yodlee’s seasoned project managers and technical consultants work directly with you to ensure a smooth, flexible integration and customized personal financial management solution for your business – on time, every time.

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Client Services

Using a combination of training, the best-of-class Yodlee CustomerCare CRM solution, and expert customer support, Yodlee Client Services equips your team with the right tools, resources, and support to create a superior customer experience for all Yodlee-implemented solutions.

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