Conversational AI

March 7, 2019

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.

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Account Verification
Account Verification

Envestnet | Yodlee Account Verification validates account ownership and balance details across financial in...

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Financial Advisor Aggregation Testimonial
Financial Advisor Aggregation Testimonial

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