Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers on the devices of their choice across all major conversational ecosystems.
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Reckon
Reckon is an Australian software company that provides easy to use, affordable accounting and payroll software for small- to medium-sized businesses.
1:00:46On-Demand Webinar: Investing in the UK's Financial Wellbeing: 5 Agents for Change
Watch our on-demand webinar and hear our expert panel discuss this bold new strategy and learn how other FinTechs are promoting successful money management.
The Open Banking Opportunity
Open banking initiatives are live, in progress, or under consideration in most major economies around the globe.
1:04:44On-Demand Webinar: The Open Banking Experience: Getting on Track
Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.
Data Aggregation + Intelligence: The Keystone to Financial Innovation
Envestnet | Yodlee not only seamlessly collects and acquires financial data, but also cleanses and enriches it to enable the insights that set your financial apps and services apart from the rest.
Chatbots and Conversational Banking Power the Move to Customer Centricity
Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.
Data Intelligence Fuels Financial Wellness
Envestnet | Yodlee Data Intelligence draws on behavioral psychology and intelligent financial data to provide a personalized and predictive customer experience.
Getting Started with the Envestnet | Yodlee Platform API – for Non-Coders
Not a coder? This eBook explains everything you need to know about the Envestnet | Yodlee API without all the coder language.
Chatbots and Conversational Banking Power Customer Centricity
Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity.
Using AI to Improve Financial Health eBook
This eBook explores new financial wellness tools that financial institutions can provide to their customers that are not only desirable, but necessary given consumer expectations.
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.
Data Intelligence Fuels Financial Wellness
By leveraging enriched data and artificial intelligence, our Financial Wellness Solution helps financial institutions and fintech developers provide actionable financial guidance to their customers.
The Power of Personalization
Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings.
Delivering Transaction Clarity
Envestnet | Yodlee has brought clarity to unclear transaction data with Transaction Data Enrichment.
58:43On-Demand Webinar: Customer Consent in an Open Banking World
Hosted by Fintech Futures, our panel of Open Banking experts equip you with the knowledge you need to be prepared for the privacy and security challenges involved with sharing consumer data.
29:41On-Demand Webinar: Inspiring Financial Wellness in the UK with Conversational AI
Watch this webinar to learn how, by creating more financially healthy customers, conversational AI can increase customer satisfaction and loyalty and drive growth.
57:18On-Demand Webinar: Building a More Customer-Centric Banking Experience
In this webinar hosted by Fintech Futures, we discuss how AI banking chatbots, combined with a best-in-class financial wellness experience, are empowering customers and helping financial institutions.
58:56On-Demand Webinar: Making the Most of PSD2 and Open Banking
We discussed how PSD2 is revolutionizing the financial services industry in the UK and beyond, and how to position your firm to comply with the regulations while taking advantage of the opportunities.
1:02:36On-Demand Webinar: How Much is Financial Wellness Worth to Customers?
Targeted toward fintech innovators and financial institutions, this webinar discusses what consumers are asking for in their financial wellness tools, including AI and virtual couches.