Wells Fargo introduces LifeSync
Wells Fargo announced the launch of LifeSync, a digital experience which provides progress on goals, tracks net worth, portfolio performance, market indices, FICO scores, and credit card reward balances, and delivers “timely and relevant” content.
The new experience will be available in the Wells Fargo mobile app at the end of March to Wealth & Investment Management clients in its Private Client Group, Wealth Brokerage Services, and Wells Fargo Advisors Financial Network groups.
“LifeSync delivers what our clients have asked us for. They want to see their goals and how they’re progressing toward them. They want to understand what’s influencing their goals — both market events and their own actions. And they want content that can help them as they move towards those goals. LifeSync does all this – and provides our clients a timely opportunity to connect with their advisors as their goals evolve.” – Michael Liersch, head of WIM Advice and Planning.
“With LifeSync we’ve created another innovative user experience in the Wells Fargo Mobile app, offering one cohesive approach to goal tracking for clients – regardless of their level of wealth or stage in life. Accessing LifeSync conveniently within our mobile app helps us meet our customers where they are, and on their timeline.” – Michelle Moore, head of Consumer and Wealth & Investment Management Digital at Wells Fargo.