Stay on Track with our
Support You Need. When You Need it.
Rely on the full support of 24x7 customer support and proactive monitoring with Envestnet | Yodlee technical experts across the globe.
Onshore and offshore support to monitor your account and address your needs regardless of your location or time zone.
Customer Care Tool
Online, self-service tool to streamline communication with our Customer Support org and resolve any technical issues.
Specialised Engineering Data Team
Dedicated engineering team tasked with monitoring data access points and optimising connections for our clients.
Technical Account Managers
When assigned a TAM to oversee support issues, you're assured prompt, targeted responses. Dedicated TAMs will:
- Act as your single point-of-contact for all technical related issues, coordinating with our services, operations, engineering, and products teams to ensure your needs are met.
- Supervise all release management and change management processes to prevent disruptions.
- Manage all support issues.
- Identify and enhance areas for service delivery improvement while recommending changes to operating procedures.
- Work closely with various internal groups to ensure a timely resolution of open issues.
- Conduct weekly meetings to review outstanding issues pertaining to your account.
- Track metrics and sharing reports on SLA compliance and other critical KPI metrics.
Powering Dynamic Innovation for Financial Services