Driving Financial Health with Artificial Intelligence
Watch our on-demand webinar on the AI FinCheck app!
At a time when financial anxiety is at an all-time high, you can help lower your customers’ stress with an app that helps them take specific steps to improve their financial health. Many tools provide generalized advice, like ‘save more than you spend’, but only Envestnet® | Yodlee® AI FinCheck delivers dynamic and personalized guidance, powered by our extensive data network. Join us to see how.
In our upcoming webinar, we’ll show you how the AI FinCheck app tracks and scores customers’ finances across four categories – planning, spending, saving, and borrowing. Unlike competitive apps, AI FinCheck scores users based on AI-derived, dynamic data. And scoring is combined with specific recommendations that are personalized for each customer. Whether your customers use the app directly, or financial advisors use it to work more closely with their clients, you’ll see how AI FinCheck can help consumers change their financial behavior for the better.
In our webinar, you'll see how AI FinCheck can be used to:
- Track and score users' financial health across four categories, and see overall health with a five-star rating
- Make it easy for users to see where financial improvement is needed and how to move forward
- Get financial wellness recommendations that are simple, actionable, and prioritized
- Benchmark users against their peers to show where their financial behavior differs and develop strategies for success
- Enable financial advisors to connect more closely with their customers and provide highly customized recommendations for improving financial health