[Webinar Replay] Master the Building Blocks of a Successful Financial Well-Being Strategy
COVID-19 has strongly impacted the finances of millions on consumers; it has also amplified customers’ drive toward brands that are socially responsible, inclusive, and focused on their community’s well-being. To align with the values of their customers, build trust, and drive growth, financial services firms need to put customers’ financial well-being at the core of their strategy. For many firms, that means shedding legacy ways of thinking and acting and instead replacing them with new codes of practice and ways of doing business.
In this webinar, hosted by Personetics, and featuring guest speaker, Aurélie L’Hostis, Senior Analyst at Forrester Research, attendees will learn where to start with their financial well-being strategy, which initiatives will have the biggest impact on their business, and what more advanced companies are doing well.
You’ll leave this webinar with a concise list of action items that you and your bank can implement as you take the steps necessary to support your customer’s financial resilience journey.