Intuitive and Impactful Conversations
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.
Conversational AI Platform
Key Benefits
Conversational AI provides more opportunities for FSPs to help consumers reach their financial wellness goals, across their organization.
Seamless Integration
Integrate seamlessly with our retail digital banking solutions, including Envestnet | Yodlee's financial wellness solutions
Natural Conversations
Utilize the latest advancements and proprietary innovation in machine learning to create a natural user experience through language
Personalized Interactions
Create a customized banking experience across conversational interfaces such as Amazon Alexa and Apple Siri
Ultimate Flexibility
Engage financial services consumers via a pre-built financial assistant or custom experience built on the Conversational AI platform
Omni-Channel Delivery
Deliver alerts on more channels, provide follow-up questions to alerts, and simplify the ability to take action
Security & Privacy
Adhere to the highest banking industry standards for security, privacy, and compliance–all while providing better service
eBook
Chatbots and Conversational Banking Power Customer Centricity
Envestnet | Yodlee's Financial Wellness Solutions and Conversational AI enable financial service providers to make the shift toward customer centricity on the devices they use most.
Conversational AI in Chatbots
How Financial Institutions and FinTech Companies Use AI-Powered Chatbots
When Conversational AI and chatbots come together, the result is customer-centric solutions that reach users across devices and direct them to financial wellness.
What is a Chatbot?
Using robotics and artificial intelligence (AI), a chatbot can provide customer support without a customer service agent on the other end. They allow for customers to ask questions, get answers, and solve problems at any time, day or night. Chatbots can range from simple to highly sophisticated depending on how they are programmed. A rules-based chatbot can only handle very specific commands, while a chatbot that uses machine learning and AI will get smarter with each interaction.
Learn More About Chatbots in Banking
How are Chatbots Used in Banking, Wealth, and FinTech?
To be competitive in the modern financial services marketplace, FSPs must bake in customer-centric experiences, which chatbots and other tools. Chatbots can be deployed across the channels consumers are already using, allowing for easy adoption, and convenience. Chatbot suppliers are growing their technology’s ability to learn and take context and personalization to a new level, extending the virtual consumer experience closer to those in the branch.
Chatbots and conversational AI can help retail banks, wealth managers, and FinTech innovators alike–providing deep insights for them and consumers to take action on. Our omni-channel intelligence tool, Envestnet Intelligence, can answer top questions like, “What is my wallet share with clients?”, and “What are the key trends driving our success?”, and “How do my sales compare to my peers?” using AI and natural language processing, make it easier than ever to extract real-time insights for retail banks and wealth managers.
Conversational AI in Chatbots
How Financial Institutions and FinTech Companies Use AI-Powered Chatbots
Conversational AI puts Financial institutions of every size in the driver’s seat when creating AI-powered experiences to scale their business and engage their customers.
What is Conversational AI?
Using Conversational Banking and artificial intelligence (AI), Virtual Financial Assistants can assist customers without a customer service agent on the other end. They allow for customers to ask questions, get answers, and solve problems at any time, day or night.
Virtual Financial Assistants can range from simple to highly sophisticated depending on how they are programmed. While rules-based chatbots can only handle very specific commands, a chatbot that uses machine learning and AI will get smarter with each interaction. Instead of using a linear dialogue flow that doesn’t permit users to deviate from the script, these Virtual Financial Assistants communicate through flexible, non-linear dialogue that simulates real life conversation.
Learn More About Conversational AI in Banking
How is Conversational AI Used in Banking, Wealth, and FinTech?
To be competitive in the modern financial services marketplace, FSPs must bake in customer-centric experiences with conversational interfaces and other tools. Virtual Financial Assistants and chatbots can be deployed across the channels consumers are already using, allowing for easy adoption and convenience. Conversational Interfaces are growing their technology’s ability to learn and take context and personalization to a new level, extending the virtual consumer experience closer to those of a human banker.
Chatbots and conversational AI can help retail banks, wealth managers, and FinTech innovators alike – providing deep insights for them and consumers to take action on.