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.

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

What our clients say about us

“Long term customer service and support is pivotal in the area of account aggregation. Envestnet | Yodlee is an industry pioneer and leading financial data platform, which provides end-to-end support.”

–Ian Gillespie, CEO IGG Software, Inc.

“We would be very likely to recommend Envestnet | Yodlee because they have always addressed our needs and concerns in a timely manner.”

VP, Enterprise Financial Services Company

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