Demo: Finovate Fall 2017

May 21, 2018

At a time when consumer financial anxiety is at an all-time high, you can help lower your customers’ stress by providing them with an artificially intelligent tool that enables them to be truly proactive about their finances. While many tools provide generalized advice, only the Envestnet | Yodlee AI FinCheck app enables banks and wealth management firms to deliver specific, personalized insights that are dynamically updated for their customers.

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AI FinCheck
AI FinCheck

The AI FinCheck FinApp is an AI-driven financial wellness assistant that dynamically monitors financial hea...

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Preparing Financial Service Providers for the Bot Revolution eBook
Preparing Financial Service Providers for the Bot Revolution eBook

With the ability to deliver individualized guidance, sales support, customer service, and other commerce-re...