Data Enrichment

Extract deep insights into customer needs and drive more meaningful interactions with Transaction Data Enrichment.
Get Started With Data Enrichment

Financial Data Enrichment

More Meaningful Insights

Accurate, enriched data can unlock invaluable opportunities to grow your business and increase customer satisfaction. Envestnet | Yodlee Transaction Data Enrichment (TDE) provides categorised & simplified transaction data that is highly accurate and easy to use in order to improve the customer journey and digital experiences.

This product is available via
  • APP
  • API

Data Enrichment Platform

Key Benefits

Envestnet | Yodlee’s data enrichment platform provides highly accurate and easy-to-use data, enabling you to drive insights, make smarter business decisions and improve customer engagement. 

Clear and Accurate Data

Our data accurately identifies over 3MM unique merchants across the U.S., U.K., and Canada, so you can pull meaningful insights

Engaging and Easy to Use

Yodlee’s machine learning techniques clarify and contextualise transaction data, making it easy to understand, for you and your users

Mitigate Risk

Transaction data enrichment decreases risk, ensuring companies are making informed decisions with the best data

Contextualised Data

Leveraged data to deliver personalised financial advice and increase accuracy of chatbots or voice-enabled assistants

Machine Learning

Algorithms provide the most accurate classifications, merchant identification, and easy-to-use transaction data

Clear Insights

Enriched data and insights enable you to accurately provide personalised financial advice and improve the customer experience

The Value and Impact of Data Enrichment

Download data sheets, ebooks and whitepapers with illuminating insights on how financial data enrichment impacts customer satisfaction and your bottom line.



The Power of Personalization

Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings. We will focus on ways to overcome these challenges.

  • Challenges to Using Big Data
  • Incomplete Data
  • Unclear Data
  • Lack of Data Context

Uncover the Meaning Behind the Transactions

Our Suite of Data Enrichment Products

Transaction Data Enrichment 
Envestnet | Yodlee Transaction Data Enrichment changes the game by turning ambiguous transaction information into clear, contextualised data including merchant identification and categorisation, allowing financial institutions to extract deep insights into customer needs and behaviors and enabling them to improve the customer journey and drive more meaningful interactions.

Data Clarity
Transaction data is something that touches nearly every financial application, website, and mobile app. By presenting it in a clear way, with categorisation and context, your financial institution can dramatically improve the customer experience, reduce support costs, and gain the insight needed to deliver personal and pertinent product and services offers.

With the Envestnet | Yodlee Reconciliation Service, aggregated investment data from both managed and non-managed accounts is made reconciliation-ready, and can easily be integrated into your performance reports and portfolio accounting systems to help you optimise the advice you provide and guide your clients toward financial wellness.

What is Data Enrichment? 

Data enrichment is the practice of incorporating third-party data in with proprietary data to identify and fill gaps, normalise the data and make it consistent. The provides a standard set of data that financial services companies can use and learn from. With Envestnet | Yodlee, you're getting the best, most accurate enriched data on the market, which meets the highest security standards.

Data enrichment is an essential, on-going practice for financial institutions and fintech companies because consumer lives are constantly in flux. What is true one week may not be true the next, and we're up to the task of giving you the real-time, dynamic data you need day in and day out. 

Without enriched data, companies risk making bad decisions based on an incomplete picture. Presenting bad data not only leads to poor business decisions, but ultimately, customer attrition and decreased satisfaction.