Its high-touch service model, though impressive, is not impossible to replicate (British bank customers will get something similar with the opening next month of Metro Bank, one of whose founders was the force behind Commerce Bank).
Personal Capital delivers a high tech and high touch wealth management service via powerful financial aggregation and self-service analysis tools, but also provides live financial advisors for clients who want help in constructing and maintaining a diversified and balanced portfolio.
From its private mobile app allowing members to be even more connected no matter where they are, to the plans to provide even more deals, discounts and high-touch mastermind opportunities to hundreds (and eventually thousands) of businesses and service providers, the YEC today offers its members incredible advantages.