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Description
Financial services providers are under high pressure to redefine their sense of purpose, as their interests no longer align with those of the customers they serve. Firms should pursue a value-based business model, putting customers’ financial well-being at the core of their strategy. This webinar helps executives understand how they can drive customer engagement, create new value, and future-proof their firm’s revenues by developing a financial well-being program.
Key takeaways:
- Understand why financial well-being matters.
- 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.
Target audience level: all levels
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