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How Bank of America Personalizes Financial Wellness for 67 Million Customers

Financial institutions have struggled engaging consumers with budgeting and financial health tools. Bank of America's approach has been to address financial wellness by building an omnichannel platform that allows consumers to set goals, track progress, and get answers to financial questions easily.

These efforts have resulted in Bank of America being the first financial institution to be certified by J.D. Power for financial health support.

Our guest on the Banking Transformed podcast is Holly O’Neill, President of Retail Banking at Bank of America. She discusses how a holistic framework for…

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