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Top related persons:
Wells - 2 Michael Liersch - 2 Lindsay Bryan - 1 Podvin - 1 we'll - 1 John Howard - 1 Michelle Moore - 1 Nupur Anand - 1
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Wells Fargo Ann Arbor , Michigan Wells Fargo Bank New York City U.S New York
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Versta Research - 1 Wells Fargo - 1 Bank - 1 Getty - 1 REUTERS - 1 Rival Bank of America's - 1 U.S - 1 Thomson - 1

Search resuls for: "Michael Liersch"


3 mentions found


☆ Money is almost as tough to talk about as sex, survey finds — and women find it especially tricky
  + stars: | 2024-03-01 | by ( Stephanie Dhue Sharon Epperson | Stephanie Dhue | Stephanie-Dhue | ) www.cnbc.com   time to read: +2 min
watch nowTalking about personal finances is harder than talking about religion, politics or death — and almost as hard to talk about as sex, a new survey finds. And women are more likely than men to find talking about money difficult. The only money topic women were less reluctant than men to talk about is how much they earn, the survey found. The survey also found generational differences in how women feel about money discussions. More than half, 53%, of Gen Z women ages 14 to 26 said feeling judged made them avoid talking about money, versus 35% of women across all generations.
Persons: Wells, Michael Liersch, Lindsay Bryan, Podvin, we'll, John Howard Organizations: Versta Research, Wells Fargo, Bank, Getty Locations: Wells Fargo, Ann Arbor , Michigan
☆ Wells Fargo rolls out financial planning tool to almost 70 mln customers
  + stars: | 2023-10-12 | by ( Nupur Anand | Thomson Reuters | Nupur Anand Is A U.S. Banking Correspondent At Reuters In New York. She Focuses On Jpmorgan Chase | ) www.reuters.com   time to read: +1 min
Wells Fargo Bank branch is seen in New York City, U.S., March 17, 2020. REUTERS/Jeenah Moon Acquire Licensing RightsNEW YORK, Oct 12 (Reuters) - Wells Fargo (WFC.N) will expand access to a financial planning tool to its nearly 70 million customers after initially offering it to wealth clients earlier this year, the bank said on Thursday. The Life Sync tool allows mobile users to set and track financial goals, check their credit scores and connect with financial advisers. "We already have around 100,000 goals" set on the tool, which account for $24 billion in financial plans, said Michael Liersch, head of advice and planning at Wells Fargo. Wells Fargo, the fourth largest U.S. bank, will report its third-quarter earnings on Friday.
Persons: Wells, Michael Liersch, Michelle Moore, Nupur Anand, Lananh Nguyen, Cynthia Osterman Organizations: REUTERS, Rival Bank of America's, U.S, Thomson Locations: Wells Fargo Bank, New York City, U.S, Wells Fargo, New York
☆ Wells Fargo seeks to catch faster-growing rivals by boosting engagement with rich clients
  + stars: | 2023-02-22 | by ( Hugh Son | ) www.cnbc.com   time to read: +1 min
Wells Fargo is unveiling a new platform to boost digital engagement with its 2.6 million wealth management clients, CNBC has learned. "These are the things that will really enhance the client-advisor experience, and they're not available on the mobile app today," Liersch said. "This is a really big platform enhancement for clients and advisors to collaborate around their goals and connect what clients want to accomplish with what our advisors are doing." Banks are jockeying to provide their customers with personalized experiences via digital channels, and this tool should enable Wells Fargo to boost satisfaction and loyalty. CEO Charlie Scharf has highlighted wealth management as one source of growth for the company, along with credit cards and investment banking, amid his efforts to overhaul the bank and appease regulators.
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