Envestnet | Yodlee (Yodlee, Inc.) dba

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)

Overview is an artificial intelligence business line of Envestnet, Inc. headquartered in Orlando, Florida. builds virtual assistant products and infrastructure for the finance industry. For many reasons, we are not like most other technology companies. Our humble beginnings as a consumer-facing FinTech focused on helping everyone be better with their money have translated into a culture focused on bettering the lives of all our clients' members. We formed to change the way people and financial institutions engage, to provide simplicity and convenience in everyone's financial lives.

We are committed to living by our core philosophies every day:

Go beyond technology

Respect our partners

Be transparent and truthful

Move quickly, but responsibility

Data-as-a-Strategy has focused on bringing advanced conversational AI capabilities into the Financial Services market. With our methodology of going vertical specific, institutions can benefit from our finance expertise, domain specific algorithms, accrued data assets, and proven ability of creating conversational experiences at scale. Financial institutions of every size from small credit unions to the largest banks use our software to create AI-powered human-like experiences to scale proactive support and engagement with their consumers. Our vision is to provide the very best customer experience across all channels and be the leading AI force powering change.