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Presenter Profile:

How they describe themselves: BodesWell’s mission is to bring the benefits of financial planning to the 85 million US households who don’t already have a financial planner. We do this by partnering with banks, insurance companies, and financial advisors. We co-develop versions of BodesWell to meet their client’s needs, and we do whatever we can to help those clients reach their financial goals.

How they describe their product/innovation: BodesWell’s digital financial planning product empowers your clients to build and own their own financial plan.

Product distribution strategy: Through financial institutions

Contacts

Bus. Dev. & Press: Matthew Bellows, CEO, matthew@bodeswell.io