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On-Demand Webinar: Financial Wellness 2.0: The Revolution in Digital Financial Tools Has Arrived

November 20, 2020

While traditional financial applications take a reactive approach to financial situations, today's more advanced financial wellness solutions offer a forward-looking, proactive customer experience. Driven by analytics and actionable insights, these revolutionary new tools offer increased visibility, voice-driven financial coaching, peer benchmarking analysis, tailored recommendations, and other intelligent functionality to engage and retain users across all channels and touchpoints.

Watch our on-demand webinar where take a closer look at the newest insight-driven tools and technologies and see how they enable contextual, highly personalized customer interactions. Learn how to put these tools to work in your organization to help users build their emergency savings, budget properly, compare their spending to peers, repair their credit scores, and take proactive steps to improve and maintain their financial health.

In our on-demand webinar, we demonstrate how you can:

  • Apply deep financial insights to your digital experience for a competitive advantage

  • Offer AI-driven personalized recommendations for improving financial health

  • Connect with users through a voice-enabled financial assistant

  • Leverage user-permissioned data from multiple accounts for increased visibility

  • Deliver actionable advice and coaching across multiple devices

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