financial-wellness-ai-fincheck

AI FinCheck

The Virtual Financial Assistant dynamically monitors financial health and provides actionable guidance.
Request Information About AI FinCheck

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. 

This product is available via
  • APP
  • API

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 

Insights and Advice

Explore our collection of white papers, eBooks, case studies and more, all full of actionable advice and invaluable insights.

Virtual Financial Assistant Video

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 to

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.