Clean, Meaningful Transaction Data

Envestnet | Yodlee Transaction Data Enrichment turns ambiguous raw transaction-based data into clear, easy-to-use contextualized data, allowing financial institutions to extract deep insights into customer needs and behaviors while enabling them to improve the customer experience journey and deepen engagement.

Key Benefits 

Consumer transactions are insightful data that institutions can harness to learn about and better serve their customers, and Envestnet | Yodlee’s data science makes this data easier to understand, delivering benefits for consumers and companies alike.

Harness Data Utility

Data science algorithm, machine learning, and human curation boost accuracy and produce clear, concise, easy-to-use transaction analytics 

Offer Personalized Services

Tap data insights to craft offers, increase engagement, drive conversion, and provide impactful financial wellness solutions

Improve Client Experience

Leverage clean data to deliver custom financial advice while driving down costs in call centers and service organizations

Understand Share of Wallet

Use card transaction data to provide rich insights into customer share of wallet and spending behavior

Leverage Clarified Transactions

Clean and contextualized data can help lower fraud research and customer support costs and frustrations associated with messy, unrecognizable data

Correct, Normalize, and Enrich Data

Transaction Data Enrichment turns ambiguous information into clear, contextualized data using sophisticated artificial intelligence and machine learning to achieve industry-leading accuracy across a wide range of account and transaction types.

• Leading Aggregation Platform
• Comprehensive Data Coverage
• Transform Ambiguous Transactions
• Surface Insights