Upcoming Webinar: Optimizing Customer Engagement with Financial Wellness Insights

January 31, 2019 Merit Bell

                           Register Today!

                          

Join us on February 13, 2019 at 11 a.m./ 2 p.m.

Many customers are interested in financial wellness tools. Yet user engagement often drops off after the first few interactions. But with AI and data analytics, you can use the data gleaned from financial wellness tools to keep digital banking customers interested and engaged. In our webinar, we’ll demonstrate how.

Join us for a quick overview of Envestnet | Yodlee® AI FinCheck and how it helps users reach their financial goals – while delivering valuable data insights. Discover 3 ways you can use financial wellness data to transform the user experience. And see how you can employ data analytics to help your customers improve their financial health, gaining their loyalty for the long-term. 

Sign up for our webinar to learn how to:

• Apply learnings from financial wellness data to increase client engagement

• Use peer benchmarking tools to identify vulnerable clients and help them create better financial outcomes

• Use AI to identify and forecast recurring expenses and help clients meet their goals

• Deliver personalized guidance to help customers improve their financial health

• Master diagnostics to earn more loyal and healthy users

Register today!

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