Financial Wellness
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1:02:30Watch VideoOn-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
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
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
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
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
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
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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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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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
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 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 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 was created to help people make better financial decisions by making financial comparison easy for consumers.
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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
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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