凯捷Capgemini：2025年全球金融服务业财富管理趋势报告（英文版）

Bank of America revamped its mobileapp in March 2024 to merge fiveseparate applications into one unifiedplatform for 57 million clients. Theupdate offers a comprehensivefinancial view that integrates banking.investing,and retirement services.1

UBSAfter deploying its "MyWay"portfolio management platform inseveral countries, UBs made itavailable to Credit Suisse clients inSwitzerland in July 2024, with plans forinternational expansion. The platformlets investors set goals and ma