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The Financial Well-Being Opportunity

Financial Well-Being: Financial Services Firms Must Invest In Customers' Financial Health To Create Value And Drive Growth

April 8, 2020

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Why Read This Report

Financial services firms need a new sense of purpose, as their interests no longer align with those of the customers they serve. To remain competitive and drive growth, financial services firms need to pursue a values-based business model, putting customers' financial well-being at the core of their strategy. This report outlines how the next decade will see financial services firms broaden their sense of purpose by promoting customers' financial well-being.

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Table of Contents

  • Financial Services Firms Need A New Sense Of Purpose
  • Fostering Customers' Financial Well-Being Is A Huge Opportunity
  • Build A Financial Well-Being Program
  • Recommendations

  • Implementing A Financial Well-Being Strategy Requires A Cultural Shift
  • Supplemental Material
  • Related Research Documents

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