Hosted by Finextra and Sponsored by Yodlee, our panelist discuss what consumers are looking for in their financial wellness tools, including AI and virtual couches.
Home » Retail Banking/Financial Wellness » On-Demand Webinar: How Much is Financial Wellness Worth to Customers?
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On-Demand Webinar: Building a More Customer-Centric Banking Experience
Watch this on-demand webinar to learn how to be more competitive and profitable in the age of customer-centric banking!
Envestnet | Yodlee Financial Wellness Solutions
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.
Envestnet | Yodlee Conversational AI
Using natural language processing specifically tailored to FSPs, Envestnet | Yodlee Conversational AI enables FSPs to connect directly with consumers across all major conversational ecosystems.
Envestnet | Yodlee FinApps
Leveraging the power of our platform and AI, the Envestnet | Yodlee FinApps enable financial service providers to deliver personalized, virtual financial assistance to consumers.
On-Demand Webinar: Building Effective Financial Education
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
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.
Envestnet | Yodlee AI FinCheck FinApp
As an AI-powered virtual financial wellness assistant, Envestnet | Yodlee AI FinCheck dynamically measures consumers' financial health and automate insights to improve financial wellness.
Envestnet | Yodlee OK to Spend FinApp
By applying machine learning AI techniques and data analytics to historical transactions, the Envestnet | Yodlee OK to Spend FinApp provides an easy way to forecast monthly expenses and balances.
Envestnet | Yodlee Net Worth FinApp
The Envestnet | Yodlee Net Worth FinApp 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 FinApp
The Envestnet | Yodlee Save For a Goal FinApp tracks consumers’ savings and allows financial service providers to build functionality to automate savings contributions.
Envestnet | Yodlee Cash Flow Analysis FinApp
By showing consumers where they stand across all their accounts, the Envestnet | Yodlee Cash Flow Analysis FinApp helps consumers make sound financial decisions and improve their financial wellness.
Envestnet | Yodlee Budgets FinApp
Empower consumers to set a budget and stay on top of expenses and savings with the Envestnet | Yodlee Budgets FinApp.
Envestnet | Yodlee Investment Holdings FinApp
With the Envestnet | Yodlee Investment Holdings FinApp, consumers can get a consolidated view of their holdings and an in-depth look at individual asset classes, including stocks, bonds, and more.
Envestnet | Yodlee Expense and Income Analysis FinApp
With the Envestnet | Yodlee Expense and Income Analysis FinApp, spending and income are displayed graphically to highlight categories and trends that help consumers manage their spending.
Envestnet | Yodlee Transactions FinApp
The Envestnet | Yodlee Transactions FinApp provides consumers with a consolidated view of their projected, current, and historic transactions from multiple accounts, organized by merchant or category.
Envestnet | Yodlee Account Summary FinApp
The Envestnet | Yodlee Account Summary FinApp provides consumers with a complete view of their finances. Conveniently display balances from all of their bank accounts, credit cards, and more.
Envestnet | Yodlee Featured FinApps Demo: Account Summary and Transactions
Envestnet Yodlee AI Fincheck Product Launch Demo
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.
Envestnet | Yodlee AI FinCheck Data Sheet