Research shows the value of using artificial intelligence to create an engaging, interactive experience and how it helps consumers take control of their financial health via personal financial wellness tools, for which they are willing to pay.
But how do you go beyond managing banking transactions and drive true consumer engagement by providing actionable financial guidance? And how can banks get to the heart of what the customer considers most valuable herein?
While traditional Personal Financial Management capabilities such as budget and savings tools initially attract customer interest, engagement often drops off after the first few interactions.
Register today for this live webinar hosted by Finextra, in association with Envestnet | Yodlee® to hear from Aite Group senior analyst Tiffani Montez, and Envestnet | Yodlee VP of Product Applications Katy Gibson, as they discuss how to champion financial wellness, its benefits, and other topics such as:
- Which consumers want financial wellness tools
- How to drive financial health with artificial intelligence and enable consumers to be genuinely proactive about their finances
- What consumers think about virtual financial wellness coaches
- How to make the shift from offering personal financial management tools to personal financial wellness experiences
Tiffani Montez is a Retail Banking senior analyst at Aite Group covering digital channel interactions, marketing analytics, artificial intelligence, chatbots, and financial wellness.
Ms. Montez has deep experience in global financial services with more than 20 years of experience in strategic planning, strategic execution, and consumer experience design. She has the unique ability to not only build strategies but also provide the strategic guidelines for executing complex strategic plans to deliver results.