Wells Fargo launches digital financial planning platform LifeSync
US banking giant Wells Fargo has launched digital platform LifeSync, available within its mobile app, to help its wealth and investment management clients manage and track their money.
Available from March, the digital platform aims to provide customers with real-time progress on their financial goals, as well as track key values including net worth, portfolio performance, market indices, FICO scores, and credit card reward balances.
The platform will also offer relevant Wells Fargo content for its customers, as well as serve as a connection between customers and their financial advisors.
A recent study conducted on behalf of Wells Fargo showed “large majorities” of respondents preferred digital modes to handle all their financial matters.
LifeSync offers “one cohesive approach to goal tracking for clients — regardless of their level of wealth or stage in life”, says Michelle Moore, head of consumer and wealth and investment management digital at Wells Fargo.
“Accessing LifeSync conveniently within our mobile app helps us meet our customers where they are, and on their timeline,” Moore adds.