Demo at FinovateFall 2021

October 8, 2021

Envestnet | Yodlee demonstrates how hyper-personalized financial insights and goals-based micro-savings applications can be effectively delivered via Conversational AI technology. Conversational AI, when used to power flexible human-like conversations, allows the user to engage and ask questions about an insight, just like engaging with a personal banker. In addition to personalized delivery and interactions that scale, transactional capabilities embedded within Conversational AI removes friction from consumers acting on those insights.

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