AI-Driven Financial Wellness Assistant that Dynamically Monitors Financial Health and Provides Actionable Guidance
Deliver the Power of Financial Wellness
Guide consumers toward financial wellness with a revolutionary financial assistant that dynamically measures and monitors consumers’ financial health. Delivering personalized insights and recommendations alongside financial coaching, Envestnet | Yodlee® AI FinCheck™ helps consumers build smarter habits and systems to reach their financial goals. It also enables Financial Service Providers (FSPs) to optimize the customer experience, maximize engagement and loyalty, and increase share of wallet.
Use Artificial Intelligence to Diagnose and
Improve Financial Wellness
By measuring consumers’ financial health using account and transaction data, AI
FinCheck 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, the AI FinCheck FinApp 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.
- Dynamic diagnostics and measurement tool
- Offers a real-time evaluation of consumers’ financial health
- Provides personalized guidance alongside education
- Leverages actionable data to deepen customer relationships
- Optimizes marketing efforts and enhances Next Best Offer (NBO) strategies
- Offers a holistic picture and access to financial wellness tools
- Provides contextual recommendations and actionable next steps
- Helps automate and improve daily financial management
- Makes it easy to deliver a virtual financial wellness assistant quickly and cost-effectively
Webinar: Deliver the Power of Financial Wellness
Meet our new AI-powered virtual financial wellness assistant
Research shows that a majority of Americans are stressed about finances, yet they lack the financial literacy, time, and engagement required to manage their money.