According to Plaid's 2023 Fintech Effect Report, 63% of high-income households juggle 3+ financial apps. Yet more tools haven't translated to better financial control.
The average professional now spends more time managing financial tools than actually managing their money. According to a 2023 Federal Reserve study, 57% of Americans maintain multiple banking relationships, each with its own interface and login.
Having multiple financial dashboards is like having security cameras without a security service - you're collecting data but not acting on it. According to J.D. Power's 2023 U.S. Banking Study, only 34% of consumers feel their financial tools help them make better decisions.
A financial agent transforms data into action:
While 89% of consumers use some form of digital banking (FED 2023 Digital Banking Report), most automation is still basic:
Real optimization happens between accounts:
The next evolution isn't about better visualization - it's about intelligent action. According to McKinsey's 2023 Personal Finance Report, 76% of high-income consumers want integrated financial services that can act on their behalf.
You don't need another way to watch your money. You need a system that actively works to make it grow.
