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Published on Tuesday, May 26, 2015 | Updated on Sunday, May 13, 2018

U.S. | Fintech: changing the way we save and invest

Summary

Budgeting, portfolio management, and financial planning platforms are gaining momentum. Both beginning and sophisticated investors embrace these companies because of their affordable fees, simplicity, and user-friendly tools. Banks can incorporate some of these platforms in order to improve customer acquisition and increase fee income

Geographies

Authors

Amanda Augustine
Marcial Nava

Documents and files


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Report (PDF)

150521_US_EW_Fintech

English - May 26, 2015

Report (PDF)

150526_US_EW_Fintech_esp

Spanish - May 26, 2015

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