Deliver the Power of Financial Wellness
AI FinCheck
Virtual Financial Assistant
Guide consumers toward financial wellness with Envestnet | Yodlee® AI FinCheck™, a revolutionary financial assistant that dynamically measures and monitors consumer financial health. It also allows Financial Service Providers (FSPs) to optimize the customer experience, maximize engagement and loyalty, and increase share of wallet.
Diagnose and Improve Financial Wellness
Key Features
AI FinCheck holistically gauges consumer financial health across spending, saving, borrowing, and planning and suggests proactive actions to automate and improve their finances.
Diagnostics
Dynamic diagnostics and measurement tool
Real Time
Offers a real-time evaluation and holistic picture of consumers' financial health and access to financial wellness tools
Personalization
Provides personalized guidance alongside education with contextual recommendations and actionable next steps
Actionable Data
Leverages actionable data to deepen customer relationships
Optimization
Optimizes marketing campaigns and guides consumers towards financial wellness by getting a holistic view of their finances
Automation
Helps automate and improve daily financial management to deliver a cost effective virtual financial wellness assistant
On-Demand Webinar
Deliver the Power of Financial Wellness
See how Envestnet | Yodlee FinCheck prepares consumers' financial data, runs analytics model, and dynamically scores spending, saving, borrowing, and planning behaviors.
Use Artificial Intelligence
Diagnose and Improve Financial Wellness
By measuring consumers’ financial health using account and transaction data, AIFinCheck can gauge the financial health of the consumer, share contextual and personalized best practices, and suggest proactive actions to automate and improve their finances.
Leveraging proprietary Artificial Intelligence (AI) technologies, AI FinCheck, part of our FinApp series, helps to coach consumers toward financial wellness, making a tangible difference in their financial lives and positioning the FSP as a trusted financial partner for the long term.
Create Intuitive and Impactful Conversations Using AI
Built on Data + Intelligence, one of the best ways for Financial Service Providers (FSPs) to give real-time customer service is to revolutionize the digital customer experience. With Envestnet | Yodlee® Conversational AI for finance powered by Abe.ai, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems.