Financial wellness is a trending term in our industry but what does it really mean to banks, consumers, technology providers alike? Banks and fintechs are eager to acquire customers by claiming to improve their financial lives, however there’s no clear cut way to do this. Every consumer has a different situation with different financial goals, so what are the right tools they need to reach those goals, and how can you put the pieces of the puzzle together at scale? This week’s webinar, we will discuss all sides of the equation (banks, fintechs, technology providers) and how they are working together to make a real impact on the financial lives of their customers.
- Ron Shevlin, Chief Research Officer at Cornerstone Advisors
- Jason Henrichs, CEO at Alloy Labs
- Brian Blake, Director of Public Policy at CDBA
- Sarah Austrin-Willis, Senior Director of Innovation at Financial Health Network
- Jacob Bouer, Director of Sales and Strategic Partnerships at Array