Envestnet | Yodlee Financial Wellness Solutions

May 21, 2018

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In this short video you'll learn how combining innovative technology with analytical data, Envestnet^® | Yodlee^® Financial Wellness Solution available through Envestnet | Yodlee’s fully hosted FinApps^® and/or APIs provide everything you need to personally engage with your customers and help them improve their finances for the better.

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Envestnet | Yodlee AI FinCheck Data Sheet

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On-Demand Webinar: Why Financial Services Companies Need to Invest in Voice and Chat

Envestnet | Yodlee Financial Wellness Solutions

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Listen to our on-demand webinar on voice and chat technologies and find out how they can be effectively utilized to create a more engaging and meaningful customer experience.

With Envestnet | Yodlee Conversational AI, financial service providers can interact with consumers on any device, using natural language processing across all major conversational ecosystems.

Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them to offer AI-driven personalized and proactive financial advice to customers.

Watch this webinar to learn how Envestnet | Yodlee Conversational AI can help you create more financially healthy customers and increase customer engagement, loyalty and profitability!

Watch this on-demand webinar to learn how to be more competitive and profitable in the age of customer-centric banking!

With Envestnet | Yodlee Financial Wellness Solutions, you can empower your customers to take control of their finances, achieve their goals, and improve their financial health.

Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.

Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApp series enables financial service providers to deliver personalized, virtual financial assistance to consumers.

Watch this webinar, to learn how unique and educational resources, digital tools, and interactive coaching can help consumers improve their financial wellness.

Envestnet | Yodlee FastLink gives consumers the ability to aggregate all of their financial accounts - banking, bills, loans, investments, and more - from financial institutions around the world.

As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.

By applying machine learning AI techniques and data analytics to historical transactions, Envestnet | Yodlee OK to Spend provides an easy way to forecast monthly expenses and balances.

Envestnet | Yodlee Net Worth reports comprehensive net worth, enabling consumers to see the progress they’ve made on their path to financial wellness.

Envestnet | Yodlee Save For a Goal, part of our FinApp series, tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.

By showing consumers where they stand across all their accounts, Envestnet | Yodlee Cash Flow Analysis helps consumers make sound financial decisions and improve their financial wellness.

Empower consumers to set a budget and stay on top of expenses and savings with Envestnet | Yodlee Budgets.

With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.

With Envestnet | Yodlee Expense and Income Analysis, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.

Envestnet | Yodlee Transactions provide consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.

Envestnet | Yodlee Account Summary provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.