“The Bank of America mobile app is a perfect example of a digital solution that serves to enhance the client experience while also creating increased operational efficiency. The app has been widely received, and makes it easy for clients to access and view their financial holdings, communicate with their advisors, and gain visibility into other targeted products and services,” said Jean Sullivan, wealth management team leader at Celent. Sullivan added, “Merrill Digital Wealth Overview is also an exciting development for clients and advisors, with multiple opportunities for enhancement.”
