Meeting needs through goal-centric personal finance planning
According to the Center of Financial Innovation, 81 percent of Americans experience stress related to finances. As Generation X and Millennials are poised to inherit over $68 trillion dollars over the next 30 years, financial institutions have a unique opportunity to offer customers a sense of empowerment through automation and personal finance assistance.
ARGO Accumulator benefits financial institutions, allowing them to:
- Offer goal-centric personal financial planning
- Equip customers with education, what-if calculators, and peer comparisons
- Meet needs with a customer focus rather than product focus
- Integrate digital and staff-assisted channels
Download the Connects Accumulator solution brief to explore how ARGO can provide market differentiation for your organization through customer goal-centric personal financial planning.