Articles 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.
SavvyMoney CEO JB Orecchia discusses innovative approaches to credit monitoring, customer engagement and the company's new "Get My Rate" product.
COVID-19 Highlights Need For Banking To Focus On Financial Wellness
Now is the time for financial institutions to respond with financial wellness strategies that will assist households impacted by COVID-19.
Banking Must Improve Financial Wellness for All
The banking industry and the government need to help bolster financial wellness in the U.S., says the Financial Health Network's Jennifer Tescher. Things will get worse before they get better.
Ally Bank Lab Builds Savings Features into App to Solve Pain Points
Helping savers by setting up automated ways to 'pay yourself first' out of idle checking funds is one key to online bank's new approach.
Unlocking Siloed CX Data Vital for Banking Providers to Beat Fintechs
Many customer experience projects exist in banks and credit unions, but few use the data strategically. That oversight could be costly.
Are Banks & Credit Unions Losing Out on Savings Apps?
Consumers now funnel billions into automatic saving apps. They love the 'found money' experience. So far, mostly fintechs have taken the lead.
How Financial Wellness Turbocharges Bank-At-Work Programs
Adding a financial education component to a workplace banking program can help banks and credit unions differentiate their services.
Branches Should Become Financial Health and Wellness Centers
Evolving underused branches into places where financial stress is relieved would put banks and credit unions back on the community map.
The Business Case for Financial Wellness in Banking
The CEO of the pioneering mobile banking app, Moven, argues that financial wellness is a critical cornerstone to personalization strategies.
Turning a Bank’s Financial Wellness Program into a Growth Strategy
Consumer debt hit a high at $4 trillion in 2019 and financial stress has reportedly driven 7 in 10 Americans to tears.
Financial Wellness Strategies Crucial to Growth for Banks & Credit Unions
Consumers are embracing AI-enabled apps to help manage their daily financial lives. Legacy institutions can lead or simply be data suppliers.
Financial Stress Now The #1 Reason Millennials Lose Sleep
New data help financial marketers understand the needs and concerns of this huge generation with its different views of the American Dream.
Consumer Use of Fintechs For Banking Services Skyrockets
Latest fintech research from EY confirms that former fringe competitors are now sophisticated and widely used by banking consumers worldwide.
Money Freaks Gen Z Out, Creating Opportunity for Financial Marketers
Nothing stresses Gen Z out more than money and debt. Smart banking providers can swoop in with 'Financial Wellness Coaches.'
Turn Financial Literacy Content Into a Potent Marketing Tool
A strategic financial education program can build trust, generate awareness, drive traffic to your website — all leading to greater sales and increased loyalty.
6 Keys to Designing a Best-in-Class Financial Wellness App
Financial marketers can build irresistible digital tools by looking at how diet and fitness app 'Noom' leverages data and AI.
Financial Health Solutions For Consumers Evade Financial Firms
3 types of sustainable revenue models can support financial wellness, build trust and create value for consumers and banking organizations.
Millions of Americans Enduring Financial Nightmares in Secret
More than half have cried over money. Many have either gone hungry or eaten out of the trash to avoid doing do. People need help badly.
The Financial Gym: How to Pump Money Out of Financial Education Programs
Here's what bank and credit union marketers can learn from 'The Financial Gym', a money management clinic that helps people get fiscally fit.
Where’s the Marketing ROI on Financial Literacy Programs?
Can banks and credit unions use financial education as a competitive weapon? Here's how financial education programs impact your bottom line.
The Banking Industry’s Guide to Major PFM Providers
Personal financial management tools need to do more than simple budgeting. Here are seven solutions that provide analytics that can help consumers assess their overall financial health.
What to Know Before Adding E-Signatures to Lending Processes
When marketing consumer lending products, you can improve your ROI by constantly seeking new and unique data sources your competition may not have. Here's how.
3 Steps to Getting the Most From Your Content Marketing Strategy
Here's how you can maximize the impact and ROI of your marketing by making financial education the central pillar in your online content strategy.
