#PersonalFinanceManagement / Betterment Debuts Cash Goals Feature To Help Users Save

Users can see all of their funds in a single location and save with intention by making distinct buckets for financial goals over the short or long haul through the functionality…

Betterment offers automated investing portfolios, as well as financial advice, to its clients. While it seeks to bolster its use of automation across all of its client communication channels… it doesn’t want to lose the team of people behind the company’s automation.

As of early last year, Betterment has three customer service channels that include mobile messaging through its app, email and phones. The kind of questions clients have impacts which channel they utilize. More administrative questions originate through email and messaging. More complicated inquires, however, come through the phone.

But Betterment’s customers are becoming more comfortable utilizing automated technology… The firm started to bring automated functions into its customer service channels in existence…

https://www.pymnts.com/news/banking/2020/betterment-debuts-cash-goals-feature-to-help-users-save/