How Far We’ve Come…
We came across this fun infographic looking at the developments in customer experience over time. It shows that as technology evolved, self-service became more common. As customers embraced the ability to shape and choose their own experience, they felt more empowered (according to this study).
We spy an important milestone missing from this infographic … online investing!
As in other industries, people want more control over their finances. They want access, simplicity, and ease-of-use. They might want to talk to a person if they have a question or issue, but mainly, they just want to take care of it themselves and in their own time.
Much has changed since Betterment launched in 2008, and we expect to see more exciting developments in consumer experience in the coming years.
See for yourself how far we’ve come:
Health Savings Accounts: The Sharpest Tax Tool In The Shed?
As an investor, you may be thinking about funding an HSA but are unsure about whether it is a useful financial planning tool. Here are six different scenarios for how an HSA can work for you.
Checking Rewards FAQ
Open Checking and get access to benefits like cell phone insurance and rewards like automatic cash back rewards, along with no account fees, overdraft fees, or minimum balances.
Socially Responsible Investing (SRI) FAQ
Learn more about how you can invest in a way that reduces exposure to companies that are deemed to have a negative social and climate impact.
How would you like to get started?
Manage spending with Checking
Checking with a Visa® debit card for your daily spending.
Save cash and earn interest
Grow your cash savings for general use for upcoming expenses.
Invest for a long-term goal
Build wealth or plan for your next big purchase.
Invest for retirement
Set up traditional, Roth, or SEP IRAs to save for the golden years.