A recent Gallup survey of 11,809 adults clearly demonstrated that consumers want banks to improve their financial well-being, not just sell them products. What they are looking for is a trusted financial partner – not a sales person. Is your staff diagnosing for financial wellness or just selling isolated products?
To truly differentiate and position your bank as a financial partner, you must demonstrate you are passionate about your customers’ financial well-being. This blog post you will learn how you can seize financial wellness as a huge growth opportunity.