Autonomous Finance

Customer segments have different needs and expectations when it comes to Autonomous finance MASS MARKET Financial Education Build emergency savings Manage debt MASS AFFLUENT P Save for a goal Accelerate debt paydown Maximizing retirement contributions ▪ Achieve long term financial goals AFFLUENT - Automated intelligence to advisors ▪ Minimize low interest money to manage expenses personetics SELF DRIVING FINANCE Ⓡ

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