Envestnet Intelligence, Unveiled at Finovate, Delivers AI-Powered, Real-Time Answers to Key Questions for Financial Institutions
Providing interactive, predictive, and conversational capabilities, Envestnet Intelligence extracts information from comprehensive financial data sets to ensure customers have an easy way to answer crucial questions anywhere, anytime, on any device. With Envestnet Intelligence, financial institutions can personalize the information they need through interactive playlists and seamlessly socialize this information across the organization. Ultimately, Envestnet Intelligence helps financial institutions: identify cross-sell and upsell opportunities; decide how to competitively position products and services; choose which marketing campaigns to run; determine how to segment customers; and know how to engage those customers.
According to PwC research on top financial issues for 2018; the volume and speed of data for financial institutions is growing, with potentially 44 zettabytes of new data created annually by 2020. Financial Institutions are overwhelmed by the volume of big data and data spread across multiple silos, making it difficult for lines of business to access and use the data. Without the right tools, deep business insights are difficult, expensive, and time consuming.
"We recognize our customers are seeking analytics and insights to their important business questions and often encounter obstacles due to complicated access, disparate data sources and lack of resources," said
Envestnet Intelligence is scalable and customized to meet specific needs with a variety of packages:
- Engagement- enables financial institutions to measure their customer adoption and engagement of data aggregation-based offerings
- Advanced- allows financial institutions to better understand their book of business, evaluate customer analytics and growth opportunities, and understand how to increase profitability and share of wallet
- Custom- enables financial institutions to integrate aggregated data and proprietary data across business silos to deliver additional insights that directly align to business goals and company strategy
More than 88,000 advisors and more than 3,500 companies including: 15 of the 20 largest U.S. banks, 43 of the 50 largest wealth management and brokerage firms, over 500 of the largest Registered Investment Advisers, and hundreds of Internet services companies, leverage
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Keith Mutzman, 415-269-4734, firstname.lastname@example.org