ORLANDO, Fla. and SALT LAKE CITY, Dec. 7,
2021 /PRNewswire/ -- Abe.ai (an Envestnet solution), a
leader in artificial intelligence (AI)-powered virtual assistant
products for financial institutions and POPi/o®, a
leading provider of Digital Customer Engagement solutions, today
announced a partnership that integrates Abe.ai's Virtual Financial
Assistant (VFA), with POPi/o's POPwelcome solution. POPi/o
joins Abe.ai's growing list of strategic partners to offer
financial institutions best-in-class digital customer service
solutions.
Through this partnership, POPi/o customers can now implement
Abe.ai's pre-trained VFA on POPi/o's front-end, POPwelcome.
Abe.ai's VFA is orchestrated with POPi/o touchpoints as consumers
are guided through a digital experience. This seamless virtual
assistant-to-live agent handoff can lead to greater customer
satisfaction and operational efficiency and can help both financial
institutions and their clients grow.
POPi/o provides banks and credit unions with the most
comprehensive and collaborative digital engagement tools across any
banking channel—including mobile, web and in-branch. Leveraging a
tailored set of dynamic features and widely compatible
integrations, the platform facilitates more efficient self-service
transactions, as well as more collaborative, in-depth interactions
like loan applications and account openings, enabling the broadest
service capabilities of any digital banking platform. To learn more
about the POPi/o Digital Customer Engagement platform or how
financial institutions are using POPi/o to streamline the customer
journey, maximize efficiencies, and deliver personalized,
branch-like experiences through digital channels, please
visit popio.com.
Powered by AI, machine learning and natural language processing,
Abe.ai's finance-specific, contextually aware VFA is a
managed solution and is programmed to ask and answer questions in
familiar, conversational language in the channels consumers prefer
- website, online banking or mobile app. This two-way
interaction provides a more intuitive experience that lets
consumers get fast answers and guidance about their finances.
Abe.ai's VFA is available in four tiers offering a wide range of
capabilities ranging from managing common, unauthenticated service
requests to securely performing banking transactions and
proactively suggesting opportunities for financial wellness based
on personal financial habits. No matter where a financial
institution is on its digital transformation, Abe.ai offers a VFA
solution to suit its needs.
"While our Virtual Financial Assistant is always learning and
increasing the number of questions and requests it can answer and
process, there are always certain situations where transitioning to
a live agent for further assistance ensures the best experience and
meets consumer preferences," states Rob
Guilfoyle, Vice President, AI
Products for Envestnet/Co-Founder of Abe.ai. "This
partnership allows customers of financial institutions to avoid the
typical frustration of switching communications channels,
reauthenticating and again providing details regarding their
request, delivering the best experience possible."
"The ability for consumers to escalate to a human through our
digital customer engagement platform is just what consumers are
requesting," says Jed Taylor, CEO of
POPi/o. Taylor continues, "Recent industry data and research
suggest that dead-end customer journeys are a major factor for
consumers to leave their current financial institution. A
frictionless experience is what they are seeking. This strategic
partnership with Abe.ai connects the dots digitally by providing
options for consumers to choose their path of engagement. It's
another great step forward in building a world class digital
customer engagement platform for financial institutions."
About POPi/o
POPi/o® is the leader in Digital Customer Engagement
technology for the banking world. By providing an efficient digital
pathway for everything from simple self-service interactions to
detailed, collaborative banking services like loan applications and
new account openings with human interaction. POPi/o's unique
solution helps banks and credit unions offer an unparalleled
digital experience to consumers. Their patented technology allows
consumers to choose their preferred service channel that best meets
their needs. By offering a digital pathway, consumers call solve
immediate banking needs that improves the experience regardless of
where the journey starts. For more information regarding POPi/o,
visit popio.com or follow us on LinkedIn.
About Envestnet
Envestnet refers to the family of operating subsidiaries of the
public holding company, Envestnet, Inc. (NYSE: ENV).
Envestnet is transforming the way financial advice and wellness are
delivered. Our mission is to empower advisors and financial service
providers with innovative technology, solutions and intelligence to
make financial wellness a reality for everyone. Nearly 108,000
advisors and more than 6,000 companies including: 17 of the 20
largest U.S. banks, 46 of the 50 largest wealth management and
brokerage firms, over 500 of the largest RIAs and hundreds of
FinTech companies, leverage Envestnet technology and services that
help drive better outcomes for enterprises, advisors and their
clients.
For more information on Abe.ai (an Envestnet solution), please
visit our web site or follow us on LinkedIn, Twitter
and Facebook.
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SOURCE Envestnet | Yodlee