Channel partner customers can use this template as a step-by-step guide for consumers for aggregation. Aggregation allows consumers to link external financial accounts for a complete financial picture.
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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.
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.
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.
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.
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.
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.