Key Building Blocks for an Effective Financial Wellness Solution

Key Building Blocks for an Effective Financial Wellness Solution

Envestnet | Yodlee Financial Wellness Solution enables Financial Service Providers (FSPs) to provide their consumers with a virtual financial wellness assistant that is driven by Artificial Intelligence (AI). It allows consumers to better manage their finances around spending, saving, borrowing and planning, while providing FSPs with unprecedented opportunity to improve the customer experience and increase share of wallet.

Financial Wellness Infographic