The pursuit of financial wellness

In today’s economic conditions, consumers’ financial, mental, and physical health worries are on the rise. 42% of people claim money concerns have had a negative impact on their mental health.1

Consumers want to engage with companies that value them as a whole person, not a number. Traditional financial institutions and technology companies must fill in the financial literacy gap to establish and maintain strong consumer relationships.

Find new opportunities by offering actionable products that ease financial stress and guide consumers on their financial wellness journey.

Download this e-book to discover how you can coach consumers to financial confidence to:
  • Drive customer retention
  • Increase meaningful engagement
  • Be a financial wellness resource for your consumers
  • Create new revenue for your business


1Bankrate. 2022.

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