Autonomous Finance

և PI $ Connected Channel: Promote Intelligence to Digital + Advisor Recognize Customer Need Increased income deposits Purchasing at Baby Store Excess cash liquidity ▪ ▪ Advisor channel propensity Po Digital Channel Learn about 529 options; Save for a goal such as child's education Set appointment to review portfolio with an advisor Relationship Manager Channel Informed outreach with free Financial Checkup. Help customer set up an automated save/invest for baby's education. Customer Data Platform Marketing campaigns informed by life stage personetics SELF DRIVING FINANCE

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