Can your FI recognize account holder financial stress, before it’s too late?

All financial institutions have an obligation to ensure account holders are in the best financial state they can be in.

FIs are uniquely positioned to provide complimentary practical education and services, as well as necessary financial products that support savings, investing, and provide easier access to credit. This starts with insights into recurring financial spend patterns and credit transactions, and assessing your account holders’ financial stressors.

At a time when competition can be fierce, targeted programs can assist consumers when relevant advice and services are needed, building brand loyalty. Now is the time to make financial wellness a fundamental principle at your financial institution.


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