Tools to Intelligence: How Envestnet is Using AI to Power the Future of Financial Advice
Learn how we are operationalizing AI across the wealth ecosystem, why we believe intelligence is more importantthan tooling, and how we’re aligning innovation with the advisor’s core responsibility.
AI is rapidly evolving across financial services, but much of the focus remains on surface-level use cases—note taking, document summarization, content generation (blogs, newsletters, images), etc. At Envestnet, we’ve taken a more foundational approach. We’re building an intelligence layer designed to help advisors and enterprises move from reaction to orchestration. Our strategy is centered on Decision Intelligence—a model that combines data science, behavioral context, and predictive analytics to support better decisions, not just faster outputs. Read our whitepaper to learn more.