Delivering Financial Education to Customers and Communities
Financial education, while useful to provide meaningful insights to customers, can also be a great way to build trust with consumers, says EVERFI’s vice president of strategic partnerships Ryan Swift.
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FEATURING: Ryan Swift, Vice President of Strategic Partnerships at EVERFI
FEATURING: Ryan Swift, Vice President of Strategic Partnerships at EVERFIProviding trust through personal financial education is an imperative for the entire finance services sector. It is also a cornerstone to building engagement across the entire customer journey.
The need for financial education extends across every socio-economic segment and every age category. Advanced technologies have made the delivery of personalized financial education more feasible and more impactful for any sized financial institution.
We have Ryan Swift, Vice President of Strategic Partnerships at EVERFI on the Banking Transformed podcast. Ryan discusses the value that financial education has in helping financial institutions make an impact in their communities.
Episode Sponsor:
See how EVERFI can help you reach new customers, expand wallet share, and strengthen your brand with personalized, digital financial education programs that help you drive visibility for your products and services.
For more information, visit HERE
About the Banking Transformed Podcast
In each Banking Transformed podcast, host Jim Marous has candid conversations with the world’s foremost leaders on what it takes to transform financial institutions during an age of digital disruption. His guests discuss technology, channels, innovation, customer experience, leadership, culture and competitive forces that are changing the banking industry faster than ever before.
Named as one of the most influential people in banking, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and CEO of the Digital Banking Report. The Digital Banking Report is a subscription-based publication that provides deep insights into the digitization of banking, with over 150 reports in the digital archive available to subscribers.
Named as one of the most influential people in banking, Jim Marous is an internationally recognized financial industry strategist, co-publisher of The Financial Brand and the owner and CEO of the As a sought after keynote speaker, author and recognized authority on disruption in the financial services industry, Marous has been featured by CNBC and CNN, Cheddar, The Wall Street Journal, New York Times, The Financial Times, The Economist, The American Banker and has spoken to audiences worldwide. Jim has also advised the White House on banking policy.
