Consumers are struggling with their finances now more than ever. Let’s unpack what financial wellbeing means and how your bank can help.
Nudge clients to set simple financial goals as life events arise and when finances are top-of-mind.
Simplify the discovery process with new clients. Nudge them to set simple financial goals that are aligned with their life stage and financial position.
DID YOU KNOW?
Clients make decisions about managing money during key life events. 50% of clients changed providers when such events occurred, like changing employers or having a baby. Effective discovery can align clients to the right services and prevent attrition down the road.