Autonomous Finance

L1 Derived customer intelligence based on financial activity Enrichment Level L3 L2 EXTERNAL FI RELATIONSHIPS BASIC ENRICHMENT HISTORY BASED ENRICHMENT Refinanced mortgage Projected low balance events twice in last 3 months Stable income of $20K monthly from 2 sources Insurance: Chubb Mortgage: Bank of America Income Sources: Accenture & NJ Seaside Condominium Transaction categorization across Investment & bank accounts personetics SELF DRIVING FINANCE

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