Envestnet | Yodlee Aggregation Platform for Salesforce

Additional Details

There is an enormous amount of pressure on financial institutions due to the digital revolution and big data. However, with challenge comes opportunity. Businesses that can get ahead of the curve have much to gain. The key to getting the upper hand in this environment is data—accessing, harnessing, and using it. By connecting the Envestnet | Yodlee industry leading financial data aggregation solution with the Salesforce platform, the business are now be able to collect and connect user-permissioned end-user account data from approximately 20,000 data sources (such as bank accounts and 401ks) to provide businesses with a holistic view of their client’s finances, which allows for more streamlined processes. Activity and information can move seamlessly from Yodlee to Salesforce, giving users a single, comprehensive view of their clients’ held away accounts. With a 360-degree view of their financial accounts, businesses can now deliver smarter, more personalized engagements that lead to increased assets under management and improve regulatory compliance. Businesses will also enjoy greater transparency for ever-increasing “Know Your Client” requirements.