Client Services

Stay on Track with Expert Support and Service

Reap the benefits of partnering with us and put your technology to full use with support and service from Envestnet® | Yodlee®. Tap our tools and resources to resolve technical issues quickly and efficiently and create a superior customer experience.

The Support You Need. When You Need It.

Choose from a range of support offerings to get the help you need.

  • 24x7x365 Support – Get assistance via phone, email, or our developer portal, or through our support tools.
  • CustomerCare Tool – Troubleshoot and resolve support issues with an innovative online tool that provides visibility into your customer transactions and allows you to report, escalate, prioritize, and resolve customer issues quickly and efficiently.
  • Dedicated TAM Support – Resolve all technical issues faster with an assigned Technical Account Manager (TAM) acting as your single point-of-contact.
  • Specialized Engineering Data Team –Keep your Envestnet | Yodlee products running optimally by delegating heavy volumes of service requests to a dedicated data team. In addition to resolving data issues more quickly, the team can proactively monitor all external sites of your choice and proactively correct problems before they arise.

Let your Technical Account Manager handle the details

With an assigned TAM to oversee support issues, you’re assured fast and targeted responses. Assigned TAMs can:

  • Act as your single point-of-contact to the whole Envestnet | Yodlee organization for all technical related issues, coordinating with our sales, consulting 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