AI & Fintech Blog

The latest news & insights from our team of banking, fintech, and AI experts.

Abe.ai’s Virtual Financial Assistant Recognized in Recent Report from Celent

We’re happy to share that our Virtual Financial Assistant (VFA) has been designated a “Noteworthy Solution” in Celent’s recent report: Retail Banking Intelligent Virtual Assistant Platforms: Celent ABC Vendor View Powered by VendorMatch.  According to Celent, this report is targeted at banks looking to improve digital customer engagement using a vendor-provided “intelligent virtual assistant.” To help […]

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Rob Guilfoyle & Eric Hochstadt Demo on Behalf of Envestnet | Yodlee at Finovate Fall 2021

Our very own Rob Guilfoyle (Co-Founder) and Eric Hochstadt (Head of Product) conducted a demonstration of how hyper-personalized financial insights and goals-based micro-savings applications can be effectively delivered via Conversational AI technology during the recent Finovate Fall 2021 conference. This demo illustrates how when these three powerful capabilities are combined, it’s just like having a […]

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Abe.ai’s Juan Romera Discusses Hyper-Personalized Banking on Envestnet | Yodlee’s Launchpad Podcast

Our Product Evangelist Juan Romera recently sat down (virtually) with our friend Mike Langford, the host of Envestnet | Yodlee’s Launchpad podcast, to discuss “How Conversational AI is Driving Hyper-Personalized Banking Experiences.”  Listen below to hear Juan share his thoughts on how financial institutions of all sizes and types can leverage the power of AI […]

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How It Works: Conversational A.I.

Welcome to our new series – “How It Works” – where we take a quick inside look at how some elements of our Conversational Banking solutions work. In the first installment, we examine how Conversational AI recognizes requests and continuously learns to better serve users. If you’re interested in learning more about how our Conversational […]

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Five Things Financial Institutions Should Consider When Selecting a Conversational AI Provider

The ubiquity of conversational user interfaces including text-based messaging and voice-enabled devices is well documented at this point. The ability to use these conversational  channels for digital self-service is solidly moving from a delight to an expectation, across industries. As this once nice-to-have interface becomes a need-to-have, Conversational AI is not a question of IF […]

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How Conversational AI Can Enhance the Way Financial Institutions Engage with Customers

If you happened to be seated at the table during the recent strategy sessions of almost any bank or credit union in the United States, you would have likely heard several similar topics: customer experience, innovation, retaining/growing customer base, fending off new challengers and financial wellness. The underlying theme in all of these is the […]

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Abe AI’s Newest Sales Pro Can Go the Distance

Warren Dunton is a man of many talents and interests including testing the boundaries of endurance for a good cause. How so you ask? He ran the New York City Marathon this past year to raise money for ALS research. While impressive, it’s because of his knowledge that the sales process can be equal parts […]

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Top 5 Predictions for Fintech in 2017

2016 was a big year for fintech. Global funding for fintech firms increased over the last year, and traditional banking institutions experienced disruption as fintechs developed new banking technologies and business models that are driving industry-wide change. It’s an exciting time, and the implications for the future of financial services are promising. In this rapidly […]

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Is Bank of America’s Chatbot Erica Actually Useful?

Last month, Bank of America unveiled their new AI-powered chatbot Erica at Money20/20. The chatbot, which will be available starting next year, is being touted as an intelligent virtual financial assistant that can help Bank of America customers make smarter financial decisions. Like other financial chatbots, Erica provides answers about a user’s finances in normal […]

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What Is Conversational Banking?

The digital banking revolution has made accessing our financial information easier than ever. Online and mobile banking platforms have mostly eliminated the need to visit brick-and-mortar branches by providing convenient access to our financial information through websites and apps. Tasks like making deposits, checking account balances, and paying bills can all be done on the […]

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