AI FinCheck
Envestnet | Yodlee AI FinCheck™ helps consumers build smarter habits and systems to reach their financial goals while enabling Financial Service Providers (FSPs) to optimise the customer experience.
Guide consumers toward financial wellness with a revolutionary financial coach that dynamically measures consumers’ financial health. Delivering personalised insights and recommendations alongside financial coaching, Envestnet | Yodlee AI FinCheck™ helps consumers build smarter habits and systems to reach their financial goals while enabling Financial Service Providers (FSPs) to optimise the customer experience, establish their role as a trusted financial partner, and increase share of wallet.