Financial Wellness

  • On-Demand Webinar: How to Engage the Financially Fearful1:02:30

    On-Demand Webinar: How to Engage the Financially Fearful

    Watch our on-demand webinar as our panelists review current AU economic trends and market data that sheds light on consumers’ situations.

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  • Data Intelligence Fuels Financial Wellness

    Data Intelligence Fuels Financial Wellness

    FSPs have a tremendous opportunity to partner with consumers and provide financial education, advice, and realistic goal-based solutions for achieving financial wellness.

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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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  • 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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  • 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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  • The Power of Personalization

    The Power of Personalization

    Learn about the obstacles financial institutions face in using big data to provide more meaningful, personalized services and offerings.

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  • Creating Targeted Personal Financial Wellness Tools

    Creating Targeted Personal Financial Wellness Tools

    Envestnet | Yodlee enables innovators to leverage transaction–level data to better understand consumers’ financial behaviors, preferences, and profiles in order to deliver personalized guidance.

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  • Financial Wellness Solutions

    Financial Wellness Solutions

    Envestnet | Yodlee Financial Wellness Solutions enable FSPs to deliver the AI-driven virtual financial assistance consumers want and need to improve their financial health.

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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 Financial Service Providers (FSPs) to optimise the customer experience.

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  • Moneysoft

    Moneysoft

    Moneysoft was created to help Australians manage their cash flow and net worth, and take control of their financial wellbeing.

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  • 86 400

    86 400

    86 400 is Australia’s first smartbank, built for smartphones. It tells customers what’s actually going on with their money, and uses smart technology to surface the most relevant information.

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  • Finder

    Finder

    Finder was created to help people make better financial decisions by making financial comparison easy for consumers.

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  • AI FinCheck

    AI FinCheck

    AI FinCheck, part of our FinApp series, is an AI-driven financial wellness assistant that dynamically monitors financial health and provides actionable guidance.

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  • FastLink for Data Aggregation

    FastLink for Data Aggregation

    Envestnet | Yodlee FastLink for Aggregation is a unique, patented technology that leverages Envestnet | Yodlee’s experience aggregating consumer financial data for the largest financial providers.

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