Case Study: Yodlee achieves streamlined immigration and reduced HR burden with Envoy Global

Yodlee - Customer Case Study

Yodlee, a Redwood City, CA–based financial technology and data analytics company that works with more than 1,100 financial institutions, depends on global mobility (about one-fifth of its workforce is international) to support regional markets. Immigration was a major challenge: setting up in-house immigration counsel was prohibitively expensive, outside firms billed by the hour, HR spent excessive time on manual processes, and employees lacked transparency and easy access to legal advice. To solve this, Yodlee turned to Envoy Global for immigration technology and legal support.

Envoy Global implemented its user-friendly immigration platform and attorney support, providing real-time case tracking, notifications, and a direct channel for employees to ask legal questions. The platform streamlined workflows, cut HR administrative time, reduced employee anxiety by improving transparency, and freed the company to focus on business development—delivering faster, more transparent immigration processes and greater peace of mind for employees.

Yodlee

Preeti Gajja

HR Program Manager