Join us June 19, 2019 at 11 a.m. PT/2 p.m. ET
“Financial health” seems to be the new buzzword for financial institutions looking to rebuild customer trust and deepen engagement in the aftermath of the 2008 financial crisis. With only 28 percent of Americans considered financially healthy, improving customer financial health is a top priority for many industry executives. Yet few have taken steps to execute on it, according to a recent survey from the Financial Health Network, formerly known as CFSI.
Join our webinar for an in-depth look at the data and insights that reveal a significant gap between awareness of the importance of financial health and actions taken to improve it. Use the findings and tools presented in this seminar to initiate discussions within your institution about your financial health focus and how your business model can evolve around it.
Register for our webinar to discover:
- What industry executives are saying about financial health and how it relates to their business goals
- How to use data and metrics to determine how customers are doing
- Ways to integrate financial health into your products and services
- Specialized solutions for collaborative planning between advisors and clients