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.
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.
Innovations in Payment Solutions for Government Issued Funds
Presented by Wells Fargo Join this conversation with panelists from the fintech and research community about the government-to-person payments landscape, the role of innovators, and opportunities for collaboration
Financial Diaries: A Deeper Look at Employee Financial Health
Presented by PayPal How do employee benefits really make a difference in workers’ lives? Join us to discuss the findings from PayPal’s new Employee Financial Diaries project, and walk away with new ideas to assess and improve the financial health of your own employees.
How Innovation Can Move the FinHealth Needle: Field Notes from the Frontlines
Presented by the Financial Health Network’s Financial Solutions Lab This session will pair past Financial Solutions Lab participants with each table for engaging small group discussions about leveraging technology to advance the financial health of low- to moderate-income individuals.
Measure, Learn, Act: FinHealth in the Real World
Presented by Financial Health Network’s Attune Platform Hear from innovators who are already using the FinHealth Score® to drive positive financial health outcomes – and chart your own finhealth journey forward – during this fun, interactive lunch.
Financial Health Pulse: How are People Faring Financially in 2022?
Presented by Financial Health Network What does the new 2022 Pulse U.S. Trends Report reveal about the current state of financial health? Join the report’s authors and advisors for a discussion about the trends shaping financial health across America and what’s driving these trends.
Keynote Address with Jennifer Tescher, President and Chief Executive Officer, Financial Health Network
When we last gathered in person for EMERGE in 2019, the world looked very different. In the turbulent time since, the financial health movement has gained incredible momentum. Now as we finally come back together, we’ll reflect on not only the storms weathered – the financial shocks endured and inequities deepened – but the positive outcomes achieved through innovation, and opportunities to strengthen impact as economic uncertainty continues.
Keynote Address: Designing Financial Health for All
Historically marginalized communities continue to face barriers to financial health. Companies have opportunities to bridge financial health equity gaps by personalizing their delivery of services, applying best practices in behavioral design, and honing their focus on specific segments that need support. Rob Curtis, CEO of Daylight, will discuss the need for organizations to design products and services that address equity in financial health and Daylight’s unique approach to designing financial services that lower barriers to achieving financial health
These Banks Have Eliminated or Reduced Overdraft Fees
If your bank still charges a fee for not having enough money in your account, you can switch to another bank that has gotten rid of them.
Keynote Address: The Policy and Potential of Financial Health
Hear Acting Comptroller Michael Hsu discuss the need for banks to consider how their products and services can be more supportive of consumers, the changes we are seeing in the market today, and the Office of the Comptroller of the Currency’s efforts in this area.
Building Economic Security for Women in a Post-Pandemic World
Hear C. Nicole Mason on women’s economic security on the factors driving worse financial outcomes for women, long-term implications of the pandemic on gender equity, and potential solutions to strengthen economic resilience by closing these critical gaps.