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How can credit unions and community banks bring relationship banking into the digital age?
Follow along on LinkedIn for Bolder Money's 5-episode series on Reimagining Relationship Banking.
While 42% of banking customers actively demand personalized financial advice within their mobile apps, and 66% expect their financial institution to truly know and understand them, most institutions are falling short of delivering the human guidance that drives real financial behavior change.
The missing piece isn't more insights or budgeting tools - it's personal financial coaching that addresses the emotional and behavioral barriers preventing members from building wealth.
Episode 1: Reimagining Relationship Banking
In this video series, we'll explore how forward-thinking financial institutions can use coaching-driven relationship banking to help members overcome financial challenges, adopt more products, and achieve lasting financial wellness.