Issue link: https://resources.envestnet.com/i/1528458
2 FOR HOME OFFICE AND ADVISOR USE ONLY. NOT FOR DISTRIBUTION TO THE PUBLIC. Advertised results are based on a study commissioned by Envestnet and delivered by Forrester Consulting. Results are based on a composite organization of four firms to evaluate the ROI potential of the platform over a three-year period. Envestnet makes no assumptions as to the potential ROI that other organizations will receive. Please request a copy of the full study for full disclosures and additional information. Nothing contained herein is intended to constitute legal, tax, accounting, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. Envestnet disclaims all warranties, express or implied, including, without limitation, warranties of merchantability or fitness for a particular purpose, title, non-infringement or compatibility. Envestnet makes no representation or warranties that access to and use of the internet while utilizing the services as described herein will be uninterrupted or error-free, or free of viruses, unauthorized code or other harmful components. Envestnet reserves the right to add to, change, or eliminate any of the services and/or service levels listed herein without prior notice to the advisor or the advisor's home office. Nothing herein should be construed as a representation or legal agreement by Envestnet to make available specific products or services (including, without limitation, concepts, systems or techniques.) © 2023 Envestnet, Inc. All rights reserved. 3420 (08/23) *Source: A Total Economic Impact™ Of Envestnet Data & Analytics Data Aggregation, a commissioned study conducted by Forrester Consulting on behalf of Envestnet, January 2023. Four Envestnet Data Aggregation client experiences were aggregated by Forrester and combined into a single composite organization to demonstrate potential ROI over a three-year period. Benefits with Envestnet Data Aggregation Quantifiable Results from Forrester TEI Study* To better understand the benefits, costs, and risks associated with this investment, Forrester interviewed four executives with experience using Envestnet Data Aggregation. For the purposes of this study, Forrester aggregated the interviewees' experiences and combined the results into a single composite organization that would demonstrate the value of the Envestnet solution. Key Findings Three-year risk-adjusted present value (PV) quantified benefits for the composite organization are shown below. Increased wallet share $15.3M Improved customer retention $23.9M Increased conversion to wealth management $37M Decreased wealth management onboarding costs $35M Increased cross-sell and affiliate program revenue $5.1M "We use the data to make better credit and loan decisions and offer other value-added services." — Digital program director, large national bank "We have very high retention rates for our customers due to the quality of the digital financial experience, and Envestnet Data Aggregation is a big part of that. Our retention rates are really bolstered by our use of aggregation." — CTO, digital wealth management "When I envision what we are designing for the future, the value of what Envestnet Data Aggregation does is one of the most critical components of our future success." — Digital product strategy director, global financial services firm Need to Capitalize on Your Data? Contact Us Today. In today's digital economy, your business needs to be data-driven. Choose a solution that is also a revenue driver. For a copy of the study or more information on Envestnet Data Aggregation, visit solutions.yodlee.com/forrester-roi-study. 20230824-3051373