Life Plan, a new functionality on Bank of America’s website and app, allows customers to set multiple goals like buying a home, improving credit or saving for retirement, and uses its existing trove of client data to serve them recommendations.
“Planning is no longer an activity that’s born out of how much money you have,” said digital planning executive Evelyn Varner. The tool, which launched nationally on Monday, has already helped the bank better target customers, executives said. During the eight-month long pilot period, Life Plan led to over 3,800 referrals for conversations with bankers.
Source: News Formal (newsformal.com)
WT Heck who gave that ballon a DEBT card?
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:
United States Latest News, United States Headlines
Similar News:You can also read news stories similar to this one that we have collected from other news sources.
These are the big winners as retail's online transformation accelerates, says Bank of AmericaNew for subscribers: These are the big winners as retail's online transformation accelerates, says Bank of America Check out CNBCPro today. Pro Amazon?
Source: CNBC - 🏆 12. / 72 Read more »
Bank of America expects the space industry to triple to a $1.4 trillion market within a decadeNew for subscribers: Bank of America expects the space industry to triple to a $1.4 trillion market within a decade Check out CNBCPro today. Pro This is exactly what people don't get about SpaceX. Sure, lowering lift costs will save a lot of money and that has value. But the real value are the services you can build with lower lift costs. SpaceX has pulled off the equivalent of the transcontinental railroad.
Source: CNBC - 🏆 12. / 72 Read more »
Space Invaders and social media: the Bank of Canada gets relatable with outreachWhen the Bank of Canada launched its new $10 bill in 2018, it hid a Space Invaders-like video game called Inflation Busters inside the bill's web page, a fun diversion that caught on with a wider audience than usual for a central bank. Time for RBI and other banks to promote GOOD health ideas under heading HEALTH IS MORE VALUABLE THAN WEALTH. rbi psu banks icici hdfc axis idbi idfc rbl kotak mahindra indusind 'Relatable' 'outreach' How a cute way to lie! Adorable
Source: Reuters - 🏆 2. / 97 Read more »
Debt cancellation needed to help poorest countries - World Bank presidentThe COVID-19 pandemic could trigger a debt crisis in some countries, so investors must be ready for granting some form of relief that could also include debt cancellation, World Bank President David Malpass was quoted as saying on Sunday. We must lift the poor into prosperity. It benefits all when everyone has enough. start with student loans then VULTURES
Source: Reuters - 🏆 2. / 97 Read more »
Debt cancellation needed to help poorest countries: World Bank presidentThe COVID-19 pandemic could trigger a debt crisis in some countries, so investors must be ready for granting some form of relief that could also include debt cancellation, World Bank President David Malpass was quoted as saying on Sunday. no and people A reset is inevitable but they will fight it as long as possible. The status quo won't change willingly
Source: Reuters - 🏆 2. / 97 Read more »
Axos Bank review: Earn high interest rates and use a great rewards checking account - Business InsiderBusiness Insider is a fast-growing business site with deep financial, media, tech, and other industry verticals. Launched in 2007, the site is now the largest business news site on the web.
Source: BusinessInsider - 🏆 729. / 51 Read more »