Account Management

Account Management

As your primary contact, we partner with you to successfully execute and achieve your strategic objectives.

Envestnet Yodlee expertise

Dedicated Partnership

Partnering with our experienced Account  Managers allows you to focus on your business while we focus on your success using Envestnet | Yodlee software and solutions.

Achieve your Strategic Objectives

We translate your business needs to our capabilities and deliver innovative problem solving to meet your objectives.

Drive Adoption & Engagement

We leverage subject matter expertise and decades of best practices to help you drive adoption & long-term engagement. 

Deliver Continued Success

We build strong relationships through ongoing interactions to continually monitor and optimize your experience with us.

Powering Dynamic Innovation for Financial Services
470M+
LINKED ACCOUNTS
38M+
USERS WORLDWIDE
60+
PATENTS