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Timely Financial Guidance Report

Learn how the growing need for "just-in-time" financial education is enhancing customer loyalty and community prosperity.


Many Americans struggle with financial literacy, leading to personal difficulties for a large portion of the population. Now more than ever, there is growing awareness among consumers and in the public and private sectors about mounting debt, a lack of savings, and poor financial outcomes.

This report covers:

  • How financial institutions can move beyond transactional relationships
  • Why financial education is a win for both banks and consumers
  • How financial education drives a measurable ROI

2025 Q1 Report (EVERFI) Timely Financial Guidance Report

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