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Firms Need New Capabilities And Partners To Develop Their Financial Well-Being Strategy

June 4, 2020

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To remain competitive and drive growth, financial services firms need to pursue a value-based business model, putting customers’ financial well-being at the core of their strategy. Financial services providers need to evaluate and adopt a range of contributing technologies and collaborate with partners to develop innovative financial experiences, boost customers’ loyalty, and drive growth.

Key takeaways:

  • Learn how your firm can improve performance by investing in customers’ financial health.
  • Identify what tools and services you should develop to support your customers’ financial well-being.
  • Learn about the main technologies that support financial well-being.

Target audience level: all levels

Vendors mentioned: Aire, Trezeo, and Tully.

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