Financial Wellness

  • Consumer Financial Well-Being Gets a Boost from UK Open Banking and Open Finance

    Consumer Financial Well-Being Gets a Boost from UK Open Banking and Open Finance

    Open Banking and open finance are one of the greatest changes in the competitive landscape in consumer finance in decades.

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  • Data Aggregation + Intelligence: The Keystone to Financial Innovation

    Data Aggregation + Intelligence: The Keystone to Financial Innovation

    To stay competitive, today’s Financial Service Providers (FSPs) must provide consumers with the personalized digital financial choices and guidance they desire.

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  • On-Demand Webinar: Building a More Customer-Centric Banking Experience57:18

    On-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.

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  • On-Demand Webinar: Inspiring Financial Wellness in the UK with Conversational AI29:41

    On-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.

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  • On-Demand Webinar: Investing in the UK's Financial Wellbeing: 5 Agents for Change1:00:46

    On-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.

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  • On-Demand Webinar: How Much is Financial Wellness Worth to Customers?1:02:36

    On-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.

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  • Chatbots and Conversational Banking Power the Move to Customer Centricity

    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.

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  • Data Intelligence Fuels Financial Wellness

    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.

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  • Data Intelligence Fuels Financial Wellness

    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.

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  • Chatbots and Conversational Banking Power Customer Centricity

    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.

    Read Flipbook
  • Preparing Financial Service Providers for the Bot Revolution

    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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  • Using AI to Improve Financial Health eBook

    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.

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  • FinGoal and Constellation Case Study

    FinGoal and Constellation Case Study

    Envestnet | Yodlee is Partnering with FinGoal to Standardize Data Aggregation for FinTech Solutions in a Digital Credit Union Marketplace. Read more about the main challenge and our solution.

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  • FinGoal

    FinGoal

    FinGoal uses Envestnet | Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.

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  • AI FinCheck

    AI FinCheck

    Envestnet | Yodlee AI FinCheck™ helps consumers build smarter habits and systems to reach their financial goals while enabling FSPs to optimise the customer experience.

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