Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Envestnet® | Yodlee® is the leading data aggregation and analytics platform enabling innovation and insights for financial service providers. Our platform has proudly fueled innovation for financial institutions and FinTech for more than 20 years ultimately helping consumers achieve better financial lives. We partner with more than 1,400 FIs and FinTechs enabling a massive data network associated with tens of millions of consumers who use platform-related personalized apps and services.

How they describe their product/innovation: Envestnet | Yodlee will be demonstrating how hyper-personalized financial insights and goals-based micro-savings applications can be effectively delivered via Conversational AI technology. Conversational AI, when used to power flexible human-like conversations, allows the user to engage and ask questions about an insight, just like engaging with a personal banker. In addition to personalized delivery and interactions that scale, transactional capabilities embedded within Conversational AI removes friction from consumers acting on those insights.

Product distribution strategy: Through financial institutions

Contacts

Bus. Dev.: Chip Scully, Head of FI Sales & Strategic Partnerships, chip.scully@envestnet.com
Press: Heather O’Reilly, Director of Marketing, heather.oreilly@envestnet.com