×

You’re seconds away from accessing this content

First Name
Last Name
Company Name
Country
Phone Number - optional
I would like to receive marketing materials from Yodlee
Thank you!
Error - something went wrong!
   

Chatbots and Conversational Banking Power the Move to Customer Centricity

April 15, 2019

Artificial intelligence (AI) and chatbots are powering new digital experiences in retail, hospitality, rideshare, and social media. These digital tools are an ideal way to build customer engagement and loyalty – yet many financial service providers have yet to harness their power.

By using conversational AI tools to put the customer at the center of engagement, financial service providers can remain relevant and competitive. To find out how AI-driven tools build business intelligence, deliver real-life solutions to consumers in real time, optimize financial wellness outcomes, and increase customer satisfaction, download the whitepaper.

Read to Discover:

  • How conversational banking uses data analytics and AI to move the needle from simple transactions to forward-leaning interactions
  • Ways to use conversational banking to become your customer’s financial wellness advocate and coach
  • The characteristics of a well-designed chatbot
  • How chatbots learn about a consumer and offer real-life solutions in real time
  • Solutions that combine conversational AI, data, and financial wellness apps to win the hearts and minds of today’s customers
Previous Flipbook
The Quest for Enriched Data
The Quest for Enriched Data

Envestnet | Yodlee Transaction Data Enrichment helps drive financial institutions forward by enabling them ...

Next Flipbook
Unlocking the Opportunities in Next-Generation Wealth Management
Unlocking the Opportunities in Next-Generation Wealth Management

Changing demographics and fast-evolving technology are generating new business potential for the advisors a...