Data-Driven Financial Wellness Programs

Premiered: April 15, 2019 (Forum 2019)
Length: 53 minutes

In today’s world, a financial literacy program is often little more than lip service. It’s a checkbox that few financial institutions take seriously, and seldom seen as a marketing lever with real impact on revenue. In this session, you’ll learn the importance of customer advocacy, and how savvy financial marketers can create comprehensive financial wellness programs that drive organizational and member success.

Find out how banking providers can leverage consumers’ financial data to improve their financial strength. This session will show banks and credit unions how they can maximize their marketing ROI by empowering people with financial tools, knowledge, and advice.

Banking executives will learn:

  • How the ROI of advocacy yields higher results than conventional marketing effort
  • How to be more competitive by turning financial literacy into a powerful marketing tool
  • How to give consumers a clear view of where they stand in their financial lives
  • Why clean data matters, and how to put it to use with the right financial tools