14min chapter

Fintech Layer Cake cover image

Building M1, Growing Consumer Wealth, and Buying a Bank with Brian Barnes

Fintech Layer Cake

CHAPTER

Personalization and Automation in Finance

The chapter discusses the importance of personalization and automation in finance, particularly in the context of M1 Finance. They highlight the benefits of tailoring financial insights and suggestions to individual users and the power of automation in creating consistent beneficial behaviors. The discussion also touches on the industry's need for a shift towards prioritizing customer well-being over short-term gains.

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