Trends Report

Elevate Your Customers' Financial Literacy With Engaging And Actionable Content

Financial Well-Being: Boost Customers' Financial Literacy To Increase Their Financial Capability

October 15th, 2020
Aurelie L'Hostis, Principal Analyst
Aurelie L'Hostis Principal Analyst
With contributors:
Oliwia Berdak , Ryan Skinner , Corrado Loreto , Sam Bartlett

Summary

Financial literacy is a core life skill, a skill consumers need to be able to make sound financial decisions and achieve financial well-being. But current levels of financial literacy are low, creating an opportunity for financial services firms to demonstrate their purpose and leadership. This report offers financial services firms guidance on how to design and deliver financial literacy tools and resources that can help increase customers' financial literacy levels and confidence. This is a companion report to "Use Digital Technologies To Boost Customers' Financial Capability" and part of our financial well-being series.

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