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Financial Planning

‘Behavior tech’ experiments with how to decode client biases

By Sean Allocca

Betterment employs visual cues to indicate whether a client is doing enough to reach their goals — or if they need to save more. The independent robo displays financial information in green when a client is meeting savings goals, but those same numbers show up in bright orange if not, says Dan Egan, Betterment’s director of behavioral finance.

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This article originally published September 11th, 2018 on Financial Planning