Investing in Technologies to Develop Your Financial Well-Being Strategy

Putting financial well-being at the core of their strategy is critical to financial institutions‘ ability to win, serve, and retain customers. To develop their financial well-being programs, FIs are evaluating and adopting a range of contributing technologies and platforms. 

In this webinar featuring guest speaker Aurélie L’Hostis, Principal Analyst at Forrester Research, you’ll discover:  

• Forrester’s perspective on key technology categories underpinning financial well-being programs. 
• How to shape your institution’s investment approach to these technologies.
• How Personetics’ Financial Data-Driven Engagement Platform is driving successful financial well-being strategies with over 80 banks in 30 markets.  
• What are the building blocks for effective business impact with a financial well-being strategy.