Storyboard-Text
- Meet Kelly
- I'm doing ok, but I know I could do better. Now that I'm thinking about kids, it's time to get serious
- Get connected
- Intelligent Results.
- Assessment based on data
- Set Goals
- Get a Plan
- Married profesionalTech savvyLife event is triggering action
- Time Passes
- Alexa, did PG&E get paid?
- Onboard anywhereConnect anything
- Day-to-day help
- Starbucks
- Assess financial healthbased on user's data and behavior
- Identify Opportunities
- Insights into current stateHighlight positives Provide actionable areas to improve
- Identify Problems
- Personalized GoalsSet Goals, risk profilePrioritize desired outcomes
- Identify Problems
- Personalize plan to meet the user's specific GoalsActionable - we will help them execute
- Identify Problems
- Yes. It was $178.25. 8% higher than last month.
- Go ahead!You're still OK on coffee this week.Keep it under $10
- Insights into current stateHighlight positives Provide actionable areas to improve
- Insights into current stateHighlight positives Provide actionable areas to improve
- Checking Balance too low for scheduled Bills.Move money from Savings to cover?
- Image Attributions:304093 (https://pixabay.com/vectors/sign-caution-warning-danger-safety-304093/) - Clker-Free-Vector-Images - License: Free for Most Commercial Use / No Attribution Required / See https://pixabay.com/service/license/ for what is not allowed
Bildzuordnungen
- 304093 - Clker-Free-Vector-Images - (Lizenz Free for Most Commercial Use / No Attribution Required / See https://pixabay.com/service/license/ for what is not allowed )
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