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How Financial Wellness 2.0 Will Drive Engagement and Growth

Learn about new research from Franklin Madison that shows what consumers want and need from banks and credit unions to be financially confident. And, you’ll learn how to help that engagement grow into loyalty and retention.


Financial institutions are struggling to engage consumers and to grow organically. At the same time, consumers are looking to FIs for leadership in their financial wellness.

Financial wellness in the past has been primarily education rather than empowerment. It’s a new year and it’s time to supercharge this topic from a checklist item to a method for powerfully engaging consumers. See new research showing what consumers want and need from banking providers to feel financially confident. This webinar hosted by Franklin Madison will show you how to turn consumer engagement with your financial wellness initiatives into growth and retention.

Key Takeaways:

  • Practical Implementation Frameworks: Understand specific steps financial institutions can take to turn financial wellness programs into a competitive advantage.
  • Emerging Consumer Behavior Trends: Uncover how changing economic conditions are reshaping what consumers prioritize in financial wellness tools and resources.
  • Metrics for Success: Learn which key performance indicators (KPIs) you should track to measure the success of your financial wellness initiatives.
  • Personalization at Scale: Explore how tailored tools and messaging can drive stronger consumer engagement without overcomplicating execution.
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