Home » Wealth Management » Conversational AI

× Share this Presentation

Facebook
Twitter
Email
LinkedIn

Conversational AI

January 23, 2019

Share this Flipbook
Facebook
Twitter
Email
LinkedIn

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

Previous Video

Financial Advisor Aggregation Testimonial

Blake Kannady, a former financial advisor at a top 5 wealth management firm, describes how both he and his ...

Next Video

FinApp: Envestnet | Yodlee Investment Holdings

With Envestnet | Yodlee Investment Holdings, consumers can get a consolidated view of their holdings and an...

Other content in this Stream

57:24

On-Demand Webinar: Addressing the Digital Needs for Next Gen-Wealth Clients

Watch our on-demand webinar as we discuss the trends driving change and digital transformation in wealth management.

Watch Video

1:04:44

On-Demand Webinar: The Open Banking Experience: Getting on Track

Watch our on-demand webinar hosted by Finextra as we discuss open banking and how to get on track and build your PSD2 APIs.

Watch Video

Rocket Dollar

Rocket Dollar uses the Envestnet | Yodlee Platform API to provide its customers with a one-stop-shop for accessing their unconventional retirement portfolios.

Read Flipbook

Using Account Aggregation and Reconciliation to Boost Revenue

Data Reconciliation provides a more comprehensive picture of client portfolios and better data accuracy, empowering wealth advisors to make recommendations and advise on strategy with confidence.

Read Flipbook

0:47

Link Accounts FinApp - Consumer Audience

Managing multiple accounts and institutions can be difficult and time-consuming. With this tool, you can gain a clear understanding of your financial situation.

Watch Video

46:44

On-Demand Webinar: Accelerating Advisor Productivity with Intelligent Technology

Learn how cutting-edge advisor solutions are breaking down technology barriers and get an in-depth look at the interconnected technologies that are creating new business opportunities.

Watch Video

3:25

Account Verification

Envestnet | Yodlee Account Verification validates account ownership and balance details across financial institutions, including top institutions and long tail coverage.

Watch Video

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.

Read Flipbook