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Financial Wellness

Designed for banking and credit union leaders, this section delves into strategies for promoting financial wellness among customers and members. It offers insights into developing programs and tools that help clients manage budgets, savings, investments, and debts.

ABA Banking Journal: A popular budgeting app is going away. Banks can step up and fill the gap

The discontinuation of Mint is undoubtedly an opportunity, but it also signals a threat. Intuit, by way of Credit Karma, is coming after banks’ customers.

ABA Banking Journal: A popular budgeting app is going away. Banks can step up and fill the gap

Bank Business News: Level Up Your Financial Fitness Why Banks Should Tap Into Gamification as a Deposit Strategy

As consumers increasingly seek out convenient ways to save money and achieve financial stability, the incorporation of gamification into mobile banking apps has emerged as a powerful tool.

Bank Business News: Level Up Your Financial Fitness Why Banks Should Tap Into Gamification as a Deposit Strategy

Decoding Credit Scores with Financial Literacy and Wellness

Let’s imagine a future where credit scores are no longer a source of stress and anxiety, but a source of empowerment and opportunity. We’re here to demystify credit scores, to provide you with the knowledge and resources you need to take control of your financial future.

Decoding Credit Scores with Financial Literacy and Wellness

Empowering Financial Institutions: Addressing Social Media's Impact on Financial Well-being

When scrolling through social media is second nature, let's talk about how it's influencing our wallets. The curated portrayal of luxury and success can trigger impulsive spending, leading to financial strain. It's time for financial institutions to step up and empower users for a healthier financial future. Check out our insights on the digital age's financial challenges.

Empowering Financial Institutions: Addressing Social Media's Impact on Financial Well-being

Empowering Financial Wellness with 'No Spend January"

'No Spend January' CAN be a one-month challenge, but it can also be the first step toward a lifetime of improved financial well-being. Encourage and support your customers in January and the year beyond.

Empowering Financial Wellness with 'No Spend January"

Empowering Gen Z: The Key to Financial Literacy

Dive into the world of tech-driven apps, online platforms, and social media engagement. Get ready to lead the next generation to financial greatness!

Empowering Gen Z: The Key to Financial Literacy

Enhancing the Bottom Line: The Power of Financial Wellness in Banking

By combining personalized guidance, engaging gamification, and seamless digitized support, banks can empower their customers to improve their financial health while also driving your FI's bottom line.

Enhancing the Bottom Line: The Power of Financial Wellness in Banking

FinXTech: Growing Deposits Through Financial Coaching

Bankers are under tremendous pressure to find ways to attract and keep deposits on their balance sheet. One way for them to do so is by strengthening existing digital banking platforms to shift away from personal financial management tools, or PFMs, to personalized financial guidance, or PFG.

FinXTech: Growing Deposits Through Financial Coaching

Financial Health and Stress: How Community Banks and Credit Unions Can Help

Financial stress isn’t just about dollars and cents—it takes a toll on mental health. This Mental Health May, let’s work together to provide the resources and encouragement needed to navigate through tough times.

Financial Health and Stress: How Community Banks and Credit Unions Can Help

Finfluencers: The Future of Financial Advice

Explore the world of Finfluencers on TikTok and their impact on shaping financial advice for Gen Z. Uncover the concerns surrounding reliability, and how banks are responding to this dynamic shift.

Finfluencers: The Future of Financial Advice

Finovate: Making Financial Literacy Fun: A Conversation with Finotta Founder and CEO Parker Graham

For many people, managing their finances and staying financially literate is not just a challenge – it feels harder than ever. Many consumers don’t know what steps to take to get ahead. And with traditional digital banking channels lacking that personalized experience, they aren’t getting the advice they need. Banks and credit unions must prioritize financial education for their customers because they can’t afford to be left behind.

Finovate: Making Financial Literacy Fun: A Conversation with Finotta Founder and CEO Parker Graham

Generational Financial Trauma: A Millennial Perspective

Explore the multi-faceted nature of generational financial trauma and the role financial institutions can play in fostering holistic healing. It's time to collaborate, advocate for systemic changes, and contribute to a more resilient and empowered community.

Generational Financial Trauma: A Millennial Perspective

Instilling Wealthy Habits

Finding financial balance is crucial for everyone. As leaders of banks and credit unions, the responsibility to guide users toward this essential goal is paramount. But how do we break dirty habits and empower users to improve their financial wellness?

Instilling Wealthy Habits

Mint.com and the Death of PFM

This is the death of PFM as we know it……. or is it?? There is a power vacuum that could be one of the biggest opportunities banks and credit unions have seen in the last few years. The key is distribution, and YOU my bank and credit union friends have it in droves!

Mint.com and the Death of PFM

Overcoming a Free-Money Mindset With a Digital Financial Coach

This personal account of embracing change and prioritizing financial well-being reminds us of the importance of sound financial guidance and the impact it can have on your financial future. As we celebrate Financial Literacy Month, Frank's story serves as a reminder of the transformative power of personalized financial guidance and prudent money management.

Overcoming a Free-Money Mindset With a Digital Financial Coach

Small Businesses, Big Needs: Understanding What Makes a Winning Mobile Banking Apps for SMBs

Small businesses are more than just scaled-down versions of large corporations. Their financial needs are unique and require a tailored approach to mobile banking.

Small Businesses, Big Needs: Understanding What Makes a Winning Mobile Banking Apps for SMBs

Unlock Your Financial Potential: Embrace Gamification for Financial Wellness

As customers increasingly seek convenient ways to save money and achieve financial stability, gamification has become a powerful tool in mobile banking apps. Learn how your FI can unlock your financial potential by embracing gamification for financial wellness.

Unlock Your Financial Potential: Embrace Gamification for Financial Wellness

What is Loud Budgeting and Does It Work?

April is Financial Literacy Month and we're turning up the volume on 'loud budgeting' – a movement that's redefining the way we approach personal finance. Don't miss out on the opportunity to make a difference in your community – start the conversation today!

What is Loud Budgeting and Does It Work?

Why Banks Need to Focus 2024 Budgets on Personalized Financial Guidance, Not PFMs

Budget season is almost here. As banks assess their current and future technology investments, most of them are eyeing their digital banking platforms – and for good reason.

Why Banks Need to Focus 2024 Budgets on Personalized Financial Guidance, Not PFMs

Why Mint.com's Closure Is a Golden Opportunity for Financial Institutions

With Intuit’s announcement that they are shutting down their PFM tool, Mint, to focus on Credit Karma, many users are left wondering where to go now. Discover the strategic moves in the world of personal finance and how Finotta becomes a key player in this transformative journey.

Why Mint.com's Closure Is a Golden Opportunity for Financial Institutions
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