Delivering Actionable Financial Wellness Solutions
Join us for a webinar on financial wellness innovation
Date: 06.29.2017
Time: 11am PDT / 2pm EST
In a recent survey, 57% of Americans said they are struggling financially and 69% said they had less than $1,000 in savings. This presents both a challenge and an opportunity for banks, wealth management firms, and fintech companies. Typical digital banking models show consumers their balances, bills, and even their credit scores – but how can you go beyond these tools to not only help consumers gain a better understanding of their financial situation, but actually take action to improve it? In our webinar, we’ll show how an intelligent financial wellness solution can empower consumers to meet their goals and make smarter financial decisions. Combining innovative technology with analytical data, Envestnet® | Yodlee® Financial Wellness Solution available through Envestnet | Yodlee’s fully hosted FinApps® and/or APIs provide everything you need to personally engage with your customers and help them improve their finances for the better.
In this webinar, we'll explore:
- The state of financial wellness today among U.S. consumers
- The 4 key indicators of financial health and 8 objectives for improving it
- New products that go beyond typical personal financial management to offer personalized insights and actionable recommendations
- Get insight into thin/no-file, unscoreable, and subprime consumers
- How to utilize data intelligence to empower customers to take control of their financial health
We hope you'll join us for this unique and informative webinar!