List of Envestnet Yodlee Conversational AI Customers
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Since 2010, our global team of researchers has been studying Envestnet Yodlee Conversational AI customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Envestnet Yodlee Conversational AI for Chatbots and Conversational AI from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Envestnet Yodlee Conversational AI for Chatbots and Conversational AI include: Absa Group, a South Africa based Banking and Financial Services organisation with 60000 employees and revenues of $98.92 billion, Q2 Holdings, Inc., a United States based Professional Services organisation with 2476 employees and revenues of $694.0 million and many others.
Contact us if you need a completed and verified list of companies using Envestnet Yodlee Conversational AI, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Absa Group | Banking and Financial Services | 60000 | $98.9B | South Africa | Yodlee | Envestnet Yodlee Conversational AI | Chatbots and Conversational AI | 2017 | n/a |
In 2017 Absa Group participated in a fintech collaboration that engaged Abe.ai the conversational AI firm later acquired by Envestnet Yodlee to pilot conversational banking capabilities. The engagement explored what is now Envestnet Yodlee Conversational AI as a customer facing assistant combining natural language understanding and personal financial management interactions. This positioned Absa Group with Envestnet Yodlee Conversational AI in the Chatbots and Conversational AI category to support customer service and financial wellbeing functions.
Implementation emphasis was on conversational and virtual assistant capabilities tied to customer service and financial wellness, inferred from the collaboration announcement. Functional workflows in the pilot scope included account inquiry dialogues, personal financial management guidance and customer service triage, consistent with typical Chatbots and Conversational AI modules such as intent recognition, dialogue management and contextual PFM prompts. Operational coverage targeted customer facing channels in the Africa region with a pilot evaluation approach and governance via the fintech collaboration steering structures rather than a full enterprise rollout.
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Q2 Holdings, Inc. | Professional Services | 2476 | $694M | United States | Yodlee | Envestnet Yodlee Conversational AI | Chatbots and Conversational AI | 2019 | n/a |
In 2019, Q2 Holdings, Inc. integrated Envestnet Yodlee Conversational AI into its digital banking platform to provide conversational banking capabilities to its bank and credit union customers in the United States. The Envestnet Yodlee Conversational AI deployment, classified in the Chatbots and Conversational AI category, was announced in 2019 with an estimated 2019 go live. The integration targeted retail banking, customer service, and CRM use cases, enabling chat and voice assistants for balance inquiries, transaction details, and financial wellness prompts.
The implementation embedded conversational capabilities typical of the category, including natural language understanding, dialog orchestration, intent routing, and banking specific prompt frameworks to process account queries and transactional lookups. Architecturally the solution was integrated with Q2's digital banking front end and instrumented to surface responses in chat and voice channels used by retail customers. Governance and operational emphasis centered on shifting first line customer interactions to automated assistants, aligning digital channel workflows with CRM and customer service triage.
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Buyer Intent: Companies Evaluating Envestnet Yodlee Conversational AI
- Mastercard, a United States based Banking and Financial Services organization with 35300 Employees
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