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Behavioral Insights

Making Client Voice Part of the Design Process: Behavioral Insights Elevate Flexibility and Simplicity in Financial Health Tools

Even before the COVID-19 pandemic, many families across America were struggling to make ends meet. But they still have big hopes and dreams today, from getting a car to finding better job opportunities to buying a home. To achieve any of these goals, saving and credit-building are two critical steps toward financial stability and self-determination. And at the current moment of societal upheaval, financial stability is not just nice-to-have, but vital. Presented by Capital One

Session  
EMERGE

Finding Out What Works

How do companies supporting the financial health of their customers and employees know which interventions are most effective? Here, we explore how a behavioral team operates within a financial services company to develop insights to create effective financial health solutions.