Strategies for helping at-risk consumers improve their financial wellness in the time of uncertain times
Title: How to Engage the Financially Fearful
Date: Tuesday, September 29, 2020
Time: 12 pm AEST
Duration: 1 hour
Overview
The on-going COVID-19 pandemic not only poses physical health and wellness issues for Australians. But it’s also creating significant challenges for Australians who aren’t financially literate. The stress of these economically uncertain times is causing them to neglect their financial wellness, and leave them less motivated to take action to improve their situation – a recipe for financial despair that can present health risks too.
In this one-hour webinar, we’ll take a close look at this financially vulnerable demographic and discuss strategies for engaging, educating and empowering these consumers to take control of their money. And we’ll apply these strategies to the financial services industry to see how financial service providers can benefit from promoting their customers’ financial well-being.
Key Questions to be Addressed:
• What market needs is COVID bringing to the financial wellness space?
• How can investing in customers’ financial health create value and drive growth?
• What are the most successful ways to engage customers during financial hardship from a personal financial management and financial wellness perspective?
• How can you inspire your employees and increase their empathy for customers?
• What role can digital experiences play, especially mobile apps, in fostering financial wellness?
Who Should Attend
• Digital busines leaders who want to understand their consumers and how COVID-19 is accelerating digitization and hyper-personalization in the financial space.
• Customer Experience (CX) executives looking for ways to optimize their mobile apps to drive value and build better emotional connections with their brand.
• Human resources and talent officers who want to understand the impact that COVID-19 has on employees and how to factor that into their business recovery strategies.
Speakers
Hear from Envestnet | Yodlee leadership and subject matter experts discussing the implications of the pandemic and how to move forward in this new world, including:
Zhi-Ying Barry – A Senior Analyst with Forrester, Zhi-Yang serves digital strategy professionals in the financial services and retail sectors across APAC.
Bill Parsons – Bill is the Group President, Data & Analytics, and International for Envestnet | Yodlee. After nearly a decade with the company, he has also held the roles of Chief Customer Office of Yodlee Financial Services and has been responsible for Global Field Operations.
Fred Schebesta – Fred is an award-winning international business leader, serial entrepreneur and futurist, and best known for co-founding personal finance comparison website Finder, where’s he currently the Chief Executive Officer.
Travis Tyler – With two decades of retail banking experience Travis takes on the Chief Product and Marketing Officer role at 86 400.
For more information and to register, visit the webinar's landing page.
