On-Demand Webinar: Helping Consumers Navigate the Financial Crisis by Boosting Financial Literacy and Responsible Lending
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Financial Wellness
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On-Demand Webinar: How to Engage the Financially Fearful
Watch our on-demand webinar as our panelists review current AU economic trends and market data that sheds light on consumers’ situations.
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Data Intelligence Fuels Financial Wellness
FSPs have a tremendous opportunity to partner with consumers and provide financial education, advice, and realistic goal-based solutions for achieving financial wellness.
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Preparing Financial Service Providers for the Bot Revolution
With the ability to deliver individualized guidance, sales support, customer service, and other commerce-related functions, chatbots are completely changing how consumers interact with their brands.
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The Power of Personalization
Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings.
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Creating Targeted Personal Financial Wellness Tools
Envestnet | Yodlee enables innovators to leverage transaction–level data to better understand consumers’ financial behaviors, preferences, and profiles in order to deliver personalized guidance.
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Financial Wellness Solutions
Envestnet | Yodlee Financial Wellness Solutions enable FSPs to deliver the AI-driven virtual financial assistance consumers want and need to improve their financial health.
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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.
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86 400
86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information.
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AI FinCheck
AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.
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FastLink for Data Aggregation
Envestnet | Yodlee FastLink for Aggregation is a unique, patented technology that leverages Envestnet | Yodlee’s experience aggregating consumer financial data for the largest financial providers.
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