Delivering personalised insights and recommendations alongside financial coaching,
Envestnet | Yodlee AI FinCheck™ helps consumers build smarter habits and systems to reach their financial goals while enabling Financial Service Providers (FSPs) to optimise the customer experience, establish their role as a trusted financial partner, and increase share of wallet.
Open Banking and open finance are one of the greatest changes in the competitive landscape in consumer finance in decades.
To stay competitive, today’s Financial Service Providers (FSPs) must provide consumers with the personalized digital financial choices and guidance they desire.
FinGoal uses Yodlee to aggregate enriched, comprehensive transaction data, enabling them to deliver hyper-personalized financial recommendations to users.
