Financial Wellness: Tips to Support your Customers and Members on their Financial Education Journey

Account holders are turning to their primary financial institution for guidance. Consumers want to be more in control of their money and are looking for self-service capabilities that help them plan for the future. We’ve compiled a list of digital tools to help navigate the changing landscape, and to help your customers and members achieve financial success in the months to come, all while building trust and solidifying institutional loyalty, including:

  • Making it fun with gamification and rewards
  • Increasing trust with personalization for short, medium, and long-term goals
  • Offering education to build trust and establish healthy financial habits
  • Enabling real-time alerts and anytime access to account balances