3 Ways to Use Data to Build an Impactful Financial Wellness Strategy

Although financial literacy is a part of financial wellness, it can’t be the only focus. The truth is, financial literacy alone falls short. People don’t want to learn about investment options when sometimes all they need to do is find out how to pay off debt faster. This is where technology comes in. In order to create a successful financial wellness strategy, financial institutions need to incorporate guided, proactive and timely insights into relevant and personalized experiences and interactions.