Tagged: michelle moore

Wells Fargo Introduces Digital Platform to Help Clients Manage Their Money

February 24, 2023 @ 3:47 pm By Omar Faridi |

Wells Fargo & Company (NYSE: WFC) announces the launch of LifeSync, a personalized digital approach to aligning clients’ goals with their money. LifeSync, in the Wells Fargo Mobile® app, will be “available at the end of March to Wealth & Investment Management (WIM) clients.” Delivering… Read More

Read more in: Fintech | Tagged digital financial services, digital technology, digital transformation, digitalization, financial management, financial services, lifesync, michael liersch, michelle moore, money management, personalization, united states, us, wells fargo, wells fargo & company

Wells Fargo Wealth and Investment Management Relaunches Intuitive Investor

May 24, 2022 @ 11:07 pm By Omar Faridi |

Wells Fargo Wealth & Investment Management (WIM) recently announced the relaunch of Intuitive Investor, its digitally automated investing platform. Investors can now “access the robo-advisory platform with only a minimum $500 investment.” Michelle Moore, head of Digital for Consumer and WIM at Wells Fargo, said:… Read More

Read more in: Fintech | Tagged automated investing, automation, digital financial services, digital technology, digitalization, financial services, investment management, michelle moore, robo-advisors, united states, us, wealth management, wells fargo