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EMERGE

How Bank of America Supports Financial Well-Being

Low- and moderate-income households face daily financial challenges, which have been intensified by the pandemic and the continued racial wealth gap. Financial institutions like Bank of America can address these barriers to financial health through programs like Community Banking. In this video, Bank of America’s Head of Community Banking and Consumer Governance Christine Channels explains how its unique Consumer Banking program supports underserved communities and small businesses alike on the path to financial well-being – all while creating more value for the institution. Presented by Bank of America

Tom Spann | Delivering Brighter Futures to Employees

Tom Spann is no stranger to helping people tackle financial challenges without judgment. He founded Accolade in 2007 to help working Americans navigate their health benefits, then moved on to co-found employee financial wellness company Brightside in 2017. He did so to shed light on what he sees as a critical, yet underserved, part of health equity: financial health. In this episode, Tom and Jennifer discuss the role employers can play in improving financial well-being and using behavioral science to make managing money easier.

Gigi Hyland | Championing Credit Unions and Communities

A longtime finhealth champion in the credit union industry, Gigi Hyland has spent her career empowering credit unions to work within their communities to address today’s unique financial health challenges. In this episode, Gigi and Jennifer discuss how credit unions can better serve their members' financial needs, technology's role in building financial well-being, and the deeply intertwined relationship between physical health and financial health.

Michael J. Hsu | Trust, Hope, and the Financial System

As a doctor’s son, Michael Hsu sees many parallels between the financial health movement and the goals of medicine: “The point is not to administer medicine. The point is to have healthy patients so that they can go about their lives.” He applies that perspective daily in his work as Acting Comptroller of the Currency. In this episode, Michael and Jennifer discuss how growing the federal government’s focus on finhealth can serve consumers and their communities while rebuilding faith in our institutions.

Holly O’Neill | A Consumer-Centric Culture

Holly O’Neill believes in the importance of building a consumer-first culture, having spent most of her career designing banking products and services around the true financial health needs of customers. Now, as president of retail banking for Bank of America, Holly joins Jennifer to discuss her work advocating for the financial health of consumers and the role retail banks can play in improving financial wellness.

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Making Financial Health Part of Our DNA

In this deep dive on the business of financial health, explore how Bank of America is supporting customers through challenging economic times. Find out why and how the organization has woven financial health into the core of their operations, with new policies designed to improve customer outcomes.

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Serving Customers As Their Needs And Expectations Evolve

The pandemic underscored how financial institutions must evolve to best serve changing customer needs. Customers relied on their financial partners to support them during turbulent times, and many banks rose to the challenge to provide solutions that are digital, personalized, and support financial health. As economic uncertainty persists, customer expectations of their banking partners continue to grow– from the products and services they offer to where they are offered. Those who will succeed are those who listen, innovate, and provide customers with the experiences they are looking for in today’s world. Hear how financial institutions can meet the moment and innovate to serve changing customer needs.

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Just for Members: A Chat and a Challenge

This two-part Member experience kicks off with an intimate conversation with Financial Health Network President and Chief Executive Officer Jennifer Tescher, followed by a “Shark Tank”-inspired workshop where Members can get real-time feedback on measurement solutions.