Podcast: Helping customers win through financial wellness
When banks get involved in improving the financial wellness of their prospective and current clients, everybody wins. How can banks help those who struggle to achieve financial stability and assure customer loyalty? On this podcast episode, Rochelle Nawrocki Gorey, co-founder and CEO of SpringFour, outlines how consumers can reach meaningful goals and how banks can help them get there.
From the podcast:
- The podcast references Bank of America Merrill Lynch’s 2017 Plan Wellness Scorecard.
- For more on Financial Health, check out the podcast episode: How banks can lead consumers to financial wellness.
- SpringFour was recently named a finalist for the the 2017 BAI Global Innovation Awards.
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