Trends Report

Financial Services Firms Need To Make The D In DEI About Disability Too

Take A Leadership Role With An Innovation Model

February 26th, 2024
David Hoffman, VP, Research Director
David Hoffman VP, Research Director
With contributors:
David Mooter , Aurelie L'Hostis , Sohm Gough , Brian Mukasa , Melissa Parrish , Aaron Suiter , Jen Barton

Summary

US financial services (FS) firms don’t adequately understand the financial needs of people with disabilities. Instead of doing only what’s required by law, FS managers should adopt a model that draws from the resilience, innovative thinking, and problem-solving skills that arise from living with a disability. Drawing from this source of expertise will help you expand markets, increase market share, and enhance financial services. Inaction will leave opportunities on the table for others to seize. Leaders at US financial services can improve innovation processes by centering their efforts on disability instead of treating it as an afterthought.

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