AI FinCheck

The Virtual Financial Assistant dynamically monitors financial health and provides actionable guidance.
Get Started With 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.


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


Provides personalized guidance alongside education with contextual recommendations and actionable next steps


Actionable Data

Leverages actionable data to deepen customer relationships 


Optimizes marketing campaigns and guides consumers towards financial wellness by getting a holistic view of their finances



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

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, FSPs can connect with consumers on any device, using natural language processing across all major conversational ecosystems.