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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

    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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