Webinars

[Webinar] Invest in the Right 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 programsFIs are evaluating and adopting a range of contributing technologies and platforms. 

Investing in Technologies to Develop Your Financial Well-Being Strategy Personetics

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. 

 

 

Watch This Webinar