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