Envestnet | Yodlee Debuts Financial Wellness Assistant For Financial Service Providers “AI FinCheck”

Envestnet | Yodlee (NYSE: ENV), a data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced on Tuesday enhancements to its Artificial Intelligence (AI) powered Financial Wellness Solution at CFSI’s Emerge Financial Health Forum. The company unveiled its new Financial Wellness Assitant for financial service providers called AI FinCheck. While sharing details about AI FinCheck,  Katy Gibson, Vice President of Product Applications at Envestnet | Yodlee., stated:

“Now, more than ever, consumers are looking for personalized, intuitive and forward-looking experiences that help them meet their financial goals now and in the future. By expanding our Financial Wellness Solution to include the new AI FinCheck application, financial service providers can provide their consumers with a personalized virtual financial wellness assistant which delivers actionable insights to help improve their financial health. This easy-to-use tool utilizes real-time data to enable consumers to make more informed financial decisions.”

The company also reported that the AI FinCheck app not only helps consumers improve their financial health and reach their financial goals, but offers financial service providers the opportunity to improve customer experience and grow share of wallet. The app also enables specific, personalized insights that are dynamically updated for each user based on key indicators of financial health across four categories: spending, saving, borrowing, and planning. The company added:

“The Envestnet | Yodlee Virtual Financial Wellness Solution leverages tools across the Envestnet | Yodlee Financial Data Platform, including aggregation, transaction data enrichment and analytics, APIs and partner integration. By providing a seamless, interactive experience across preferred channels, including digital and mobile, the Envestnet | Yodlee AI FinCheck will encourage customers to actively engage with financial service providers on an ongoing basis, deepening relationships and helping drive positive outcomes.”

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