CHARLOTTE, N.C.--(BUSINESS WIRE)--Bank of America today announced the launch of Life Plan®, a new digital experience through which clients can set and track near- and long-term goals based on their ...

The banking industry is shifting from a customer-first approach to a life-centric model. This will align financial services with modern life. Financial institutions usually focus on products and risk ...

Life Plan, a tool Bank of America rolled out a year ago to help customers pursue goals like buying a home or saving for college tuition, now has 5 million users. Processing Content Of those, 62% are ...

As a kid growing up in the '70s, Julie Monaco never imagined being a banker. A regular at model UN competitions, she pictured a career with the State Department or maybe the United Nations.