Transaction Data Enrichment

Drive meaningful digital insights and interactions with enriched and simplified transaction data.
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Envestnet | Yodlee Transaction Data Enrichment 

Clean & Accurate Transaction Data

Envestnet | Yodlee Transaction Data Enrichment turns ambiguous transaction information into clear, easy-to-use contextualized data, allowing financial institutions to extract deep insights into customer needs and behaviors while enabling them to improve the customer journey and drive more meaningful interactions.

This product is available via
  • API

Uncover the Meaning Behind the Transactions

Key Benefits 

Consumer transactions are the most insightful data that institutions can harness to learn about their customers, and Envestnet | Yodlee makes it easier to understand.

Machine Learning

Data science algorithms provide the most accurate classifications and clear, concise, easy-to-use transaction data

Offer Personalized Services

Leverage data insights to craft offers, increase engagement, drive conversion, and provide impactful financial wellness solutions

Clear, Contextualized Data

Leverage clean data to deliver custom financial advice while driving down costs in call centers and service organizations

Accurate Share of Wallet

Provides rich insights into customer share of wallet and spending behavior

Clarified Transactions

Clarifies unidentifiable purchases, and decreases support and fraud research costs

Transaction Data Enrichment Video

Sort, Enhance, & Normalize Data

Transaction Data Enrichment turns ambiguous transaction information into clear, contextualized data using sophisticated artificial intelligence and machine learning to achieve industry-leading accuracy across a wide range of account and transaction types.

  • Leading Aggregation Platform
  • Comprehensive Data Coverage
  • Transform Ambiguous Transactions
  • Meaningful Insights

Get Acquainted With Transaction Data Enrichment

Watch on-demand webinars, explore case studies and learn more about the power of transaction data enrichment. 

Leading the Industry in Data Enrichment

As the leading aggregation platform that owns the aggregation process from acquisition to delivery, Envestnet | Yodlee’s aggregation process incorporates over 17,000 data sources and touches over 25 million active users.

The unique combination of breadth and depth provides Envestnet | Yodlee with the largest, most comprehensive data coverage in the industry. When paired with our sophisticated machine learning techniques, the result is a highly enriched set of digitized transactions which leads the industry in transaction categorization accuracy.

With Envestnet | Yodlee Transaction Data Enrichment, consumers not only see a clear merchant name, date, and amount, but they also get additional context—including a simple description of the transaction and category. The information is categorized and contextualized based on the learnings from billions of transactions contained in the Envestnet | Yodlee Financial Data Platform.

Yodlee Transaction Enrichment is available through Envestnet | Yodlee’s fully hosted FinApps series and API.