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 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.