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Connects Accumulator_SB

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.