Vision Report

The Financial Well-Being Opportunity

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

September 13th, 2022
With contributors:
Oliwia Berdak , Alyson Clarke , Rick Parrish , Jacob Morgan , Carine Lam , Sam Bartlett


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 and drive social impact by promoting customers’ financial well-being.

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