Key Benefits Include:

  • Financial health scoring is AI driven, derived from Envestnet | Yodlee’s massive data network
  • Financial wellness recommendations are simple, actionable, and prioritized
  • User finances are tracked across four categories – Spend, Save, Borrow, and Plan – with two indicators per category
  • Peer benchmarks from similar customers highlight where user behavior differs and how users can take action
  • Financial scores correlate with traffic light colors, so it’s easy to see when users need to take action   
  • Consumer transaction data can be leveraged to provide insight into specific areas where users can decrease spending and offer recommendations for doing so
  • Key financial health indicators and scoring aligns with industry-standard measurements created by CFSI
  • Personalized insights change as users change their behavior
  • A 5-star overall rating shows how consumers are doing overall
  • Financial advisors can identify areas needing improvement and collaborate with clients on specific steps

Guest Speaker