Digital Engagement Track - Panel 4: Delivering Financial Advice at Scale With Financial Wellness
Date & Time
Thursday, June 17, 2021, 1:30 PM - 2:15 PM
Sophie Schmitt, Senior Analyst, Aite Group

Globally, many workplaces are investing in financial wellness solutions to address employee financial stress and bolster retirement contributions to defined contribution plans. These digital-first solutions have the potential to improve access to financial guidance and advice for a much larger segment of consumers than has traditionally been served by the retirement and wealth management industries.

This panel will discuss:

  • How financial wellness solutions are engaging consumers at all levels of wealth
  • The critical elements of successful financial wellness services
  • The opportunities that remain to maximize ROI on these new services