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Bank of America: Mobile App

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8 March 2022

Model Wealth Manager Award Winner for Client Experience

Abstract

Bank of America (BofA) won Celent's model wealth manager award in the client experience category for its mobile app. The BofA mobile app is a perfect example of a digital client solution that serves to enhance the client experience while also creating increased operational efficiency. The mobile app, which has been widely received, 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.