Financial Wellness Recommendations for Bank Customers

Personetics Financial Wellness Report

From an economic standpoint, we know the current financial downturn will far outlast the health crisis. Financial recovery will take time and require discipline.

Lower and middle-income families and small business are most impacted by sustained loss of income.

The financial services industry is taking major steps to ease the financial stress on customers. Like bank partners, Personetics is dedicating time and resources to ensure bank customers receive the guidance and support they need to recover.

How we can help

  • Ensure customers have access to all their banking services digitally
  • Recognize customers impacted
  • Deliver relevant financial relief options to customers impacted
  • Offer smart recovery solutions

Check out these additional resources