Meeting needs through goal-centric personal finance planningAccording 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 helps customers by:
- Offering assistance with personal financial planning
- Providing a customer-centric approach
- Offering goal prioritization
- Integrating 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.