Optimize Financial Wellness with Actionable and Intelligent Tools
Go beyond traditional tools that merely organize historical financial information and provide your customers with actionable financial guidance and coaching with Envestnet® | Yodlee® Financial Wellness FinApps. Powered by state-of-the-art data intelligence, these fully configurable white label applications or APIs are the ideal foundation for a trusted virtual financial wellness assistant. Along with helping consumers build robust daily systems to improve their financial health and reach their financial goals, AI-driven financial wellness assistants provide an unprecedented opportunity to optimize the customer experience and increase your share of wallet.
Envestnet | Yodlee FinApps make it easy for users to analyze, manage, and even automate different aspects of their finances. Deploy some or all – either way the responsive framework makes integration and deployment across multiple platforms and devices simple.
Coach Consumers Toward Financial Wellness With Our FinApps
Providing insight and guidance, AI-powered FinApps help consumers take the necessary steps to improve financial health:
What Do I Have?
Enable consumers to securely link accounts, including checking, savings, credit cards, investments, mortgage, rewards, billing providers and others, from institutions around the world.
Give consumers the ability to view their full financial picture, with their banking accounts, credit cards, investments, mortgages, rewards, and more, all in one place.
Help users save time and ease frustration with a powerful tool that groups and analyzes their transactions across all institutions for a consolidated, holistic view of their spending.
Help users accurately chart expenses and income by graphically displaying these categories and highlighting trends that help users and small businesses manage spending.
Enable consumers and small businesses to track one of their most important financial measurements with tools that help analyze and even forecast future expenses and income.
Provide consumers and small businesses with a clearer understanding of their financial situation with an aggregated view of assets and liabilities, and updates on changes across investments, liabilities and more.
Keep wealth advisory clients updated on their investments with a holistic view of their entire portfolio plus the ability to drill down into sectors and individual holdings.
How Am I Doing? / What Should I Do?
Dynamically measure consumers’ financial health, provide actionable advice, and automate and improve daily financial management with an AI-driven virtual financial wellness assistant.
Help Me Do It!
Offer cash flow capabilities that give consumers visibility into financial obligations and future income and provide firms with insight into income, spending, and high engagement.
Enable consumers to meet their financial wellness goals by guiding them through the budget creation process. Provide notifications to help them stay engaged and on track.
Encourage consumers to plan for short/long term goals, life events, and specific purchases – with simple tools that help automate their savings, visualize their progress, and provide financial coaching.