49% of U.S. consumers whose primary goal in 2021 is achieving financial wellness
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Financial wellness ranks a top priority for U.S. consumers

The Story: As we emerge from the whiplash of 2020 and the economy recovers, people are taking the long view of their finances, looking to build resilience, increase their financial literacy and plan for and invest in their future goals. 

The Takeaway: For banks and credit unions, it has never been a better time to go beyond products and services and provide value that enriches people’s lives. Forward-thinking FIs will deploy a smart marketing approach that leverages data and insights to deliver campaigns hyper-targeted around customer needs, positioning the bank as a true partner that meets people where they are and delivers holistic solutions to take them where they want to go.

Source: Novantas, January 2021