Conversational AI

Deliver next-gen financial experiences with conversational AI that guide consumers toward financial wellness.
Get Started With Conversational AI

Intuitive and Impactful Conversations

Built on Data + Intelligence

One of the best ways for Financial Service Providers (FSPs) to engage and serve customers is to revolutionise the digital experience. With Envestnet | Yodlee® Conversational AI, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems.

This product is available via
  • APP
  • API

Conversational AI Platform

Key Benefits

As part of Envestnet | Yodlee’s Financial Wellness Solutions, Conversational AI provides more opportunities for FSPs to help consumers reach their financial wellness goals.

Seamless Integration

Integrate seamlessly with our retail banking solutions, including Envestnet | Yodlee's financial wellness solutions

Machine Learning

Our financial data fuels the machine learning accuracy and granularity needed for natural language processing

Personalise Interactions

Create customised experiences across conversational interfaces such as Amazon Alexa and Apple Siri


Improved Customer Service

Deliver targeted offers to increase revenue with valuable customers & create better financial outcomes for at-risk ones

Omni-Channel Delivery

Deliver alerts on more channels, provide follow-up questions to alerts, and simplify the ability to take action

Bank-Level Security

Adhere to the highest industry standards for security, risk, and compliance–all while providing better service

Conversational AI Insights & Information

Download our eBooks, white papers, brochures, and more, and get a robust understanding of our conversational AI solutions and entire suite of products.

Conversational AI 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.

  • Expand service options
  • Improve customer loyalty
  • Build business intelligence
  • Execute with confidence

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 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. 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 personalisation to a new level, extending the virtual consumer experience closer to those in the branch.

Chatbots and conversational AI can help retail bankswealth 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.