Top Tweets for #lifeeventintelligence

about 22 hours ago

Bank of America has 5 million high net worth banking customers who are not wealth clients. Bring in 1.5% to 2% of their assets and it adds $100 billion (American Banker). Money moves at life events. What tells you when? #WealthManagement #LifeEventIntelligence

Rob_InterGen's tweet photo. Bank of America has 5 million high net worth banking customers who are not wealth clients. Bring in 1.5% to 2% of their assets and it adds $100 billion (American Banker).

Money moves at life events. What tells you when?

#WealthManagement #LifeEventIntelligence https://t.co/oYPhXsmrvl

Robert Kirk

@Rob_InterGen

1 day ago

4/ The Autopilot Audit: 5 questions for benefits teams, from which cohorts are entering a life-event window to the wall the signal never crosses... aggregate only, no individual employee predictions, a human making every call. #LifeEventIntelligence

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