Financial Services firms that build strong educational materials based on customer input enjoy stronger customer relationships, lowered risk factors, and deeper engagement. Glenn Staada outlines what a financial literacy program looks like for retail and B2B in our latest Macro Trends in Financial Services report. #CustomerFinancialEducation #FinancialLiteracy #FinancialServicesResearch #MarketResearch https://lnkd.in/gFV5p8c3
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Consumer and Client financial well-being continues as an important trend that links to FS provider sentiment and future intent. Check out our latest macro trends in Financial Services blog for more depth.
Financial Services firms that build strong educational materials based on customer input enjoy stronger customer relationships, lowered risk factors, and deeper engagement. Glenn Staada outlines what a financial literacy program looks like for retail and B2B in our latest Macro Trends in Financial Services report. #CustomerFinancialEducation #FinancialLiteracy #FinancialServicesResearch #MarketResearch https://lnkd.in/gFV5p8c3
Macro Trends in Financial Services: Delivering Customer Financial Education to Impact Business Results - Radius Global Macro Trends in Financial Services: Customer Financial Education
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See below for the latest from Radius on Macro Trends in Financial Services #financialservices #insights #trends
Financial Services firms that build strong educational materials based on customer input enjoy stronger customer relationships, lowered risk factors, and deeper engagement. Glenn Staada outlines what a financial literacy program looks like for retail and B2B in our latest Macro Trends in Financial Services report. #CustomerFinancialEducation #FinancialLiteracy #FinancialServicesResearch #MarketResearch https://lnkd.in/gFV5p8c3
Macro Trends in Financial Services: Delivering Customer Financial Education to Impact Business Results - Radius Global Macro Trends in Financial Services: Customer Financial Education
radiusinsights.com
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According to Annuity.org, 25% of Americans say they don’t have anyone they can ask for trusted financial guidance. Significant life events such as job loss and divorce pose a financial risk to this population and banks should act swiftly to assist customers and minimize the financial impact on accounts. It’s crucial for agents to be financially literate and equipped to provide needed guidance to customers facing significant life events. Together with CBS ACADEMY, we’ve introduced a training initiative to augment existing programs while enhancing agents’ empathy and understanding of customer needs. Learn about the course, “Financial Literacy: Handling Life Events” and register here: https://lnkd.in/eFZZY534 #FinancialLiteracy #CustomerSupport #Banking
Financial Knowledge
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This CGAP article talks about information asymmetry between FSPs and customers, which results in poor financial inclusion outcomes. With the recent Open Finance initiatives, data is driving many innovations in the segment. We at AMIL are also striving to build suitable products and provide better pricing with the help of useful data insights! The customer scoring and differential pricing model was successfully developed in-house and is based on client data. It was launched for our customers after a pilot in the previous quarter resulting in improved quality of loans disbursed. More initiatives are going live soon!
Open Finance Can Reduce Financial Inclusion Gaps: Here’s How
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Senior Managing Director @ MX | FinTech | Financial Services | Collaborator | Relationship Builder | Business Development | Speaker | Podcast Enthusiast
I am a stats person. Numbers resonate rather than fluffy words. There are all sorts of stats in this latest research MX conducted in 4Q23. Most interesting to me: consumers top financial goals in 2024, what financial topics consumers want more of, and length of time accounts are held (kept open) by generation. Much more included. Read on friends!... #openfinance #consumerfinance #digitalbanking
Hot off the press🗞 MX's new research reveals 23% of U.S. consumers open a new financial account at least once per year. And, 55% of consumers have closed an account in the past. Learn more about what matters most to consumers when selecting a financial services provider and what keeps them engaged for the long-term: https://lnkd.in/g96FirF9
What Financial Providers Need to Meet Customer Needs in 2024 | MX Research
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"I'm torn between who I trust the least because they're all intrinsically linked." "They're all trying to control the system or the economy. And financial services are trying to control your money." Our recent research to better understand customer trust found that trust in big institutions is low, especially in those that hold power such as government, media and business. It confirmed why investing in customer trust is both worthwhile and urgent. It makes your business resilient during turbulent times. In her blog, Claire Barrett dives into this complex topic: https://lnkd.in/eAU7KwnG
The trust crisis spells opportunity for financial services | cxpartners
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Ever felt lost or confused when reading about financial services? If so, you’re in the majority… Customers are seeking trust, dependency, and clarity, and they’re not getting it. Many financial services providers aren’t speaking the same language as their consumers and they’re losing business, so what should they do? Lauren Ward explores how to find the right words to engage with your customers. #CommunicationStrategy #FinancialServices https://lnkd.in/eANi9ppj
Money talk: are financial services getting it right? | Yonder
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Is your financial institution assessing whether to issue #creditcards in-house or find a partner? You may find these insights from Elan Credit Card helpful.
The Financial Brand Insights - Spring 2024
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Is your financial institution assessing whether to issue #creditcards in-house or find a partner? You may find these insights from Elan Credit Card helpful.
The Financial Brand Insights - Spring 2024
magazine.tfbinsights.com
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