Yodlee Client Services & Support team (CSS) plays a vital role in helping the financial institutions' support team understand, troubleshoot and resolve customer issues. Our Client Services & Support team includes techno-functional experts who are available 24/7 throughout the year to help you with all support issues after implementing any Yodlee solutions.

Yodlee Support Model - A Quick Overview:

• Post implementation, the Yodlee Client Services & Support team works together with your support team to ensure all issues that require immediate attention are escalated, and that thorough research is completed to resolve the issue.
• Communication between teams is facilited using a secure, multi-functional customer relationship management (CRM) tool - Yodlee CustomerCare.
• Using the Yodlee CustomerCare console, your support team can quickly and easily submit tickets, escalate issues to Yodlee, and monitor the progress from ticket submission to final resolution.
• The Yodlee CustomerCare console has several integrated modules including:
  • Customer Management
  • Case Management
  • OBO functionality
  • Dashboard Management
  • Dynamic-search Functionality

  Overall, the goal is to equip your team with the right tools, resources, and support to create a superior customer experience for all Yodlee-implemented solutions.