Financial Education
Articles, webinars, podcasts, and reports about how banking providers can leverage financial education, financial wellness, financial literacy programs, budgeting tools, and other personal financial management tools (PFM) as part of their marketing and growth strategies.
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Articles
Wealth Management Is Transforming. Which Banks and Challengers Will Come Out on Top?
With an imminent, massive wealth transfer expected over the next twenty years, banks and challengers must position themselves to meet the needs of a new breed of customer.
Don’t Wait to Develop Wealth Management and Investor Initiatives
Banks face a critical pivot point as new data shows traditional deposits soar while wealth management potential remains untapped.
Are Financial Wellness Products Merely Window Dressing for Banks?
Financially healthy customers are good banking customers. Banks offer financial health products strategically to attract and retain good customers — but do they really have the desired effect?
How SavvyMoney is Battling Attrition with Consumer-friendly Tools
SavvyMoney CEO JB Orecchia discusses innovative approaches to credit monitoring, customer engagement and the company’s new “Get My Rate” product.
Magical Retirement Thinking: Most Americans Want to Retire Early, But Few Have Plans to Get There
Early retirement seems just out of reach for many – and will remain there for most.
How Banks and Credit Unions Can Counter Bad Advice From ‘Finfluencers’
Advice from financial influencers — or “finfluencers” — may be misleading bank customers with ambiguous and incorrect information.
Webinars, Podcasts, Reports
Why Insurance Should Be a Centerpiece of Your Financial Wellness Strategy
This report from Franklin Madison covers how insurance crosses generations to play an important role in financial health for all consumers.
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.
The Future of Financial Wellness: The Evolution of the Debbie App
Debbie co-founder Frida Leibowitz talks how the app has evolved, the challenges it faces, and the impact on users’ financial behaviors.
New Credit Engagement Tool Supports Financial Wellness
JB Orecchia, CEO of SavvyMoney, discusses their groundbreaking new product. This innovative tool offers personalized loan pre-qualifications without impacting credit scores.
How to Transform Your Bank into a Financial Coaching Partner with Achieve
Learn how Achieve from EVERFI can transform your customer experience approach, turning personal banking into impactful financial coaching.
Using Data for Credit Management and Financial Wellness
David Park, director of loan operations at Franklin Mint Federal Credit Union, shares insights into using innovative credit and data management approaches to enhance member relationships and financial wellness.
