Track 3: The Future of FinHealth

Political transitions, economic cycles, and the changing nature of work are poised to drive unprecedented change in the financial services industry. Explore what financial health may look like in the future through advancements in policy, fintech, partnerships, and industry innovation.

2:00 — 2:45 PM

Breakout: From the Corner Office to the Cubicle: Financial Health at Work

2:00 — 2:45 PM

Breakout: From the Corner Office to the Cubicle: Financial Health at Work

Employers are in a unique position to improve their employees’ financial well-being. How can you implement a cultural shift at your institution by investing in an employee financial health strategy? Hear from inspiring companies that are leading the charge and learn about what tools, benefits, and structures they’re rolling out to create a culture of employees with strong financial lives. Walk away with ideas and approaches you can implement at your own organization.

3:00 — 3:45 PM

Breakout: Settling Scores: Why Financial Health is the next big KPI

3:00 — 3:45 PM

Breakout: Settling Scores: Why Financial Health is the next big KPI

What if scoring models could be used for more than underwriting? Could we push the industry beyond the credit score? Can we create incentives for consumers and providers to measure and improve Americans’ financial health? Forward-thinking companies are blazing a trail to this bright, bold future. An exciting set of companies will share new strategies that measure customer, client, and member financial health. Join us to align customer success with company success through a new set of KPIs.

4:00 — 4:45 PM

Breakout: New Markets, New Neighborhoods, New Opportunities

4:00 — 4:45 PM

Breakout: New Markets, New Neighborhoods, New Opportunities

While financial health conversations are happening mostly in banks, who says that’s the only place these talks should be held? Smart leaders are taking financial health messaging to the populations they serve, from aging populations, to immigrants and beyond. What secrets can we learn from experts in serving key target markets? Join us for more.

View All Sessions