Channel Partner Aggregation Overview
Leverage this template to promote Envestnet | Yodlee Aggregation to financial service providers. This document highlights the benefits and use cases of the solution.
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Channel Partner Templates
Leverage these templates to encourage adoption and engagement with your customers and end-consumers.
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Channel Partner Aggregation Script
Arm your financial service provider customers with this script detailing account aggregation to a consumer. This document can be customized to fit their specific implementation of the solution.
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Channel Partner Security FAQs for Partner Customers
Provide this security-focused FAQ to your financial service provide customers. This FAQ addresses questions regarding linking external accounts, protections in place, and more.
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Channel Partner Account Verification Script
Arm your financial service provider customers with this script detailing account verification to a consumer. This document can be customized to fit their specific implementation of the solution.
Read Flipbook
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Channel Partner Account Verification Overview
Leverage this template to promote Envestnet | Yodlee Account Verification to financial service providers. This document highlights the benefits and use cases of the solution.
Read Flipbook
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Channel Partner Security FAQs for Consumers
Provide this security-focused FAQ to your financial service provide customers for their consumers. This FAQ addresses questions regarding linking external accounts, protections in place, and more.
Read Flipbook
