Financial Wellness
What if a bank educated, coached, and supported its customers through everyday life? A years-long vision and financial-advice enabled system was designed to do just that. Deep customer insights demonstrated that healthier habits can be maintained when both money and mind are engaged. This financial wellness approach leveraged behavioral economics to effectively deliver guidance beyond mere saving and spending—it empowered customers to change long-term financial behaviors.
Whether guided by in-branch coaches or at home on mobile devices, the financial wellness system listens to and understands customer goals on an emotional level. It helps customers and their families better understand themselves, their motivations, and their priorities. Using that information, it helps people define and track their most important financial and life goals.