The Financial Well-Being Opportunity
Vision Report

The Financial Well-Being Opportunity

Financial Well-Being: Financial Services Firms Must Invest In Customers’ Financial Health To Create Value And Drive Growth

 and  six contributors
Sep 13, 2022

Summary

Financial services firms need a new sense of purpose, as their interests no longer align with those of the customers they serve. To remain competitive and drive growth, financial services firms need to pursue a values-based business model, putting customers’ financial well-being at the core of their strategy. This report outlines how the next decade will see financial services firms broaden their sense of purpose and drive social impact by promoting customers’ financial well-being.

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