The recent pandemic has had an unprecedented impact on the way people manage their finances. As a result, digital capabilities have become more preferred and important than ever. Even before the onset of the pandemic, this landscape change was well underway, so financial institutions must evolve with their customers’ needs and preferences with an enhanced digital banking experience.
Hear from Abe.ai, the engine powering Envestnet I Yodlee’s Conversational Artificial Intelligence (AI) solutions, on how AI-powered human-like experiences are the next wave in the evolution of digital banking and increasingly simplifying the way people engage with money. This webinar will demonstrate how financial institutions can increase operational efficiency and better engage and service customers via human-like conversations in popular channels like web/mobile, Amazon Alexa, Google Home, SMS, Facebook Messenger, and smart IVR.
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Why is this new experience important to customer care professionals?
Customer care professionals will be able to improve service ticket response times with an automated support resolution engine. The new tool responds automatically to common service requests for approximately 25% of requests.
Get ready to improve workflows with an intuitive interface including a new customizable and flexible dashboard and many other productivity enhancements.
Why is this new experience important for business leaders?
Business leaders can uncover insights more easily with new, consumer engagement analytics. Clear visibility into meaningful analytics can help you drive adoption and revenue. See the productivity gains your customer support teams achieve with the advanced automation tool, dashboard, and other features.
When will the new experience be available?
We’re targeting the launch of My Yodlee this spring. We’ll let you know as soon the official launch approaches.
How do I access the new experience?
Customer care professionals can simply log in as you do today using your current ID and Password.
The new Envestnet l Yodlee customer service experience is available at no additional cost to everyone who has access to Envestnet l Yodlee Customer Care now.
Business leaders who do not have access to Envestnet l Yodlee Customer Care can either contact their firm’s administrator to create a new log in ID or contact Envestnet | Yodlee customer support at [email protected].
What should I do to get ready for the My Yodlee experience?
Watch the short videos to learn more about what you can expect. On day one, you’ll be able to log in as you do today. The site will be highly intuitive and include in-product notifications to help guide you to key function and activities.
If you have questions, contact Yodlee Customer Care at [email protected].
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