Wells Fargo, the multinational financial services company with headquarters in San Francisco, has announced the launch of LifeSync, a personalized digital approach to aligning clients’ goals with their money.
LifeSync, in the Wells Fargo Mobile app, will be available at the end of March to Wealth & Investment Management (WIM) clients. Delivering simplicity and personalization through the convenience of a digital app, LifeSync highlights Wells Fargo’s commitment to prioritizing intuitive digital experiences and offering customers and clients simple, intuitive ways of planning for what they want to accomplish with their money.
“LifeSync delivers what our clients have asked us for,” said Michael Liersch, head of WIM Advice and Planning. “They want to see their goals and how they’re progressing toward them. They want to understand what’s influencing their goals — both market events and their own actions.”
Through an intuitive digital experience, LifeSync can provide real-time progress on goals, and track key “vitals” — including net worth, portfolio performance, market indices, FICO scores, and credit card reward balances. Large majorities of respondents reported they prefer digital modes of handling most of their financial matters, including their investment transactions, in a recent study done.. Four out of five Gen Z (80%) and Millennial (79%) investors report feeling comfortable using their mobile devices for investing.
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