Trends Report

Educate Customers To Help Them Make More Confident Banking Decisions

Digital Feature Fix: Help Prospects Understand How Banking Products Work

May 23rd, 2019
With contributors:
Aurelie L'Hostis , Benjamin Ensor , August du Pont , Piers Conway , Sam Bartlett


Most consumers need and want help to understand products and make better financial decisions. Educational tools can engage prospects and further their relationship with the brand. Banks and credit unions need to provide relevant, contextual educational content that's easy for customers to find and understand. This brief illustrates good practices from leading firms and helps digital teams understand how to curate educational content that empowers banking prospects and customers.

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