Envestnet | Yodlee Services

Support and Services

We go above and beyond to understand your business and help you solve critical data and technology problems.

Addressing Needs. Exceeding Expectations.

We're Here to Help

From project management and implementation through ensuring your customers’ satisfaction, Envestnet | Yodlee provides unparalleled service and a superior customer experience. As your partner, our goal is to help you realize your strategic objectives, gain a competitive advantage, and take full advantage of our solutions.


Your Proactive Partner

The Envestnet | Yodlee Difference

Our services are nimble, flexible and run by subject matter experts from technology and financial services industries. They understand your goals like no other data aggregation company does. 

  • Industry pioneer
  • End-to-end support
  • Custom services
  • 24/7 support

Personalized Service at Your Fingertips

Customer Success is Our Priority

Envestnet | Yodlee calls on 20+ years of experience, working with thousands of clients to develop UX best practices, employee training plans, and promotional strategies that drive usage and consumer adoption.

We provide 1-on-1 tailored recommendations based on your business goals, product implementation, and audience as well as an online repository for generic marketing and training materials at no additional costs.

Customized Solutions

Just as our products and solutions can be customized, so can our support services. Whether you're navigating the challenges of open banking or interested in launching conversational AI tools, our expert team will help craft a solutions and services plan to help you reach your strategic business goals. 

Powering Dynamic Innovation for Financial Services