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Life Plan, a new functionality on Bank of America’s website and app, allows customers to set multiple goals like buying a home, improving credit or saving for retirement, and uses its existing trove of client data to serve them recommendations.
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“We’re not necessarily targeting and replacing something that clients may be using or comfortable with,” said Teron Douglas, chief digital executive. “But it’s certainly something that we feel is going to naturally happen as the clients continue to engage.”
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