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October 12, 2023
Wells Fargo will expand access to a financial planning tool to its nearly 70 million customers after initially offering it to wealth clients earlier this year, the bank said on Thursday. The Life Sync tool allows mobile users to set and track financial goals, check their credit scores and connect with financial advisers. "We already have around 100,000 goals" set on the tool, which account for $24 billion in financial plans, said Michael Liersch, head of advice and planning at Wells ...
October 12, 2023
Wells Fargo Bank branch is seen in New York City, U.S., March 17, 2020. REUTERS/Jeenah Moon Acquire Licensing Rights NEW YORK, Oct 12 (Reuters) - Wells Fargo…
April 3, 2023
Peapack-Gladstone Financial CEO Doug Kennedy is betting that giving his workforce the same hospitality training hotel employees receive will lead to better customer service and a healthier bottom line.
February 22, 2023
Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor.