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.
?
24x7 Support
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.
?
Specialized Engineering Data Team
Dedicated engineering team tasked with monitoring data access points and optimizing connections for our clients.
?
Dedicated support
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
500M+
LINKED ACCOUNTS
30M+
USERS WORLDWIDE
50+
PATENTS
Trusted By
