High-tech, high-touch solutions on the way

We’re transforming our business to help you differentiate your benefits offerings and empower your employees to take control of their financial lives. And our new Innovation Roadmap shows you how.

The roadmap brings to life Financial Life Benefits™, our powerful new solution designed to help meet your employees’ broad financial needs—retirement, health savings, banking and investing. The roadmap allows you to explore the high-tech, high-touch solutions we are using to engage your employees, and give them more of what they need to take action and pursue their financial goals. It also gives you a preview of new tools and enhancements that can help plan sponsors streamline administration and identify opportunities to improve plan health.

Download the Innovation Roadmap to learn more about our vision and how we are bringing it to life.

Here’s an overview of what to expect:


Reimagined set of digital capabilities with one seamless and secure interface that will simplify how employees navigate their financial lives online.
Artificial intelligence (AI)-driven platforms that will dynamically deliver personalized insights to help employees make informed decisions.


Making connections between employees, their finances, goals and priorities—and the guidance and resources they need to take the next steps toward their financial goals.
Education and guidance that’s personal and actionable.
Powerful new tools and personalized experiences to help engage employees in broader, more meaningful ways.


A more integrated experience across benefit plans.
Simplifying the work day with new tools and solutions.
Expanded capabilities to help streamline administration and drive plan health.

Any new products, services, enhancements, and release dates are subject to change based solely on Bank of America decision, including not proceeding with a planned offering.