Press and Glia announce digital banking partnership

Collaboration provides financial institutions seamless integration of virtual financial assistant and digital customer service

NEW YORK, NY (March 15, 2021) (an Envestnet | Yodlee solution), a leader in artificial intelligence (AI)-powered virtual assistant products for financial institutions and Glia Technologies, Inc. (Glia), a leading provider of Digital Customer Service, have announced a partnership that integrates’s conversational banking solutions with Glia’s AI Management Platform. Glia joins’s growing list of digital banking, customer service and platform partners.

Through this partnership, Glia customers can now implement pre-trained Virtual Financial Assistants (VFAs) using’s proprietary technology and deploy them on Glia’s front-end, embedded in mobile and online banking channels. VFAs can be orchestrated with touch points by Glia’s AI Management Platform as consumers are guided through a digital experience. In addition,’s customers can now integrate a powerful set of agent tools into the contact center to best route conversations when customers and members prefer to speak with a live agent – all with context. This seamless virtual assistant-to-live agent handoff leads to greater customer satisfaction and operational efficiency. and Glia have multiple client implementations already underway as a result of this new partnership.

Glia’s platform enables financial institutions to meet customers where they are and communicate through whichever methods they prefer, including messaging, video banking and voice, and guide them using CoBrowsing. Recognized on Deloitte’s Technology Fast 500™, Glia has partnered with more than 150 financial institutions, insurance companies and FinTech providers across the globe.

Powered by AI, machine learning and natural language processing,’s contextually aware VFA can be programmed to ask and answer questions in familiar, conversational language. This two-way interaction provides a more intuitive experience that lets customers and members get fast answers and guidance about their finances. As a solution of Envestnet I Yodlee (NYSE: ENV), a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, enables its customers to enjoy the ability to leverage and integrate industry-leading insights solutions, personal financial management tools and more.

“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 and demographics, where transitioning to a live agent for further assistance ensures the best experience and meets consumer preferences,” states Rob Guilfoyle, Co-Founder of “Engaging with money should be easy and simple which is why we’ve partnered with Glia to ensure the best possible experience. This partnership allows customers of financial institutions to avoid the typical frustration of switching communications channels, reauthenticating and again providing details regarding their request.”

“It’s more important than ever before that customers and members receive fast and convenient responses to their financial communications,” said Dan Michaeli, CEO and co-founder of Glia. “Partnering with and integrating their VFAs into our Digital Customer Service platform makes sophisticated communication solutions readily available to financial institutions of all sizes. Together, we can continue to raise the bar on service expectations, lowering average handle times, boosting efficiencies and ensuring accuracy. Managing finances can be a more pleasant experience.”

About Glia

Glia redefines how businesses interact with customers. The Glia Interaction Platform unifies Digital Customer Service (DCS), call center and automation with a ChannelLess™ Architecture, empowering businesses to create the ideal mix of interactions and adapt on demand. The ability to easily shift volume between channels drives revenue, efficiency and loyalty at the same time. Glia has partnered with over 400 banks, credit unions, insurance companies and other financial institutions worldwide to improve the customer experience and drive business results. Named a Deloitte Technology Fast 500™ company for a third year in a row and a Great Place to Work (with a 97% employee satisfaction rating), the company has raised over $150 million in funding from top investors and was recently valued at over $1B by top tier investors. To learn more visit

About Envestnet

Envestnet, Inc. (NYSE: ENV) 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. Over 105,000 advisors and more than 5,100 companies including: 17 of the 20 largest U.S. banks, 47 of the 50 largest wealth management and brokerage firms, over 500 of the largest RIAs and hundreds of FinTech companies, leverage the Envestnet platform to grow their business and client relationships.

For more information on, please visit our web site or follow us on LinkedInTwitter and Facebook


Maddie Mitcham
Account Associate
T 678-781-7207 | C 404-312-5720 |

More News