Financial Wellness: How to create a financially-savvy community

Financial Futures

Saving used to be simple. But as our society has advanced, so have our financial needs, which has made things a lot more complicated. Phone contracts, tuition fees, direct debits for endless streaming services - the list of bills we have to manage seems to be constantly growing, and savings accounts and piggy banks are no longer enough to help us reach our financial goals. The challenge of keeping our finances in order has evolved, and now we need to embrace new tools and a new mindset if we’re to regain control over our financial wellness.

In today’s show, we’ll be speaking with Nicole Meyers, vice president of strategic account management at Personetics; Nick Woodcock, digital banking executive at FIS; and Eric Bittel, wealth management practice lead at NTT Data Services all about the role financial institutions play in financial wellness. We’ll find out how fintechs are helping customers to improve their financial health, and look at some of the new (and potential) tools and services that are helping to put people back in control of their funds.

Join us as we discuss why so many of us feel financially unwell, and what some of the barriers are that stop people from building better saving habits and improving their financial literacy. We’ll also ask:

• How are financial institutions promoting financial wellness programs?
• What are the societal impacts of poor financial literacy?
• What are fintechs doing in this space to better serve the individual?
• How do you create engaging, socially-minded, and financially viable wealth management platforms?
• What does the future of financial wellness and wealth management look like?