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[Webinar Replay] Master the Building Blocks of a Successful Financial Well-Being Strategy

October 28, 2020 11am EST / 4pm BST

Master the Building Blocks of a Successful Financial Wellbeing Campaign


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.

David Sosna Co-Founder & Chief Executive Officer Personetics
Aurélie L’Hostis Senior Analyst Forrester

Watch Webinar

Want to explore how your bank can harness the power of AI to increase deposits and drive business impact