As financial institutions are looking to drive sustainable growth across business lines, a workplace banking program can be that boost for both B2B and B2C. But employee behavior change won’t happen in one financial wellness workshop. So how can banks create a program that provides real value to employees?

Hear from a former HSBC leader how EVERFI’s workplace banking program helped them develop stickier customer relationships, drive engagement with younger consumers, and target more valuable customers.

You’ll Learn:

  • How to acquire customers that are 3-5x more valuable
  • How to build a strategy for corporate employee banking
  • What financial topics gain the most interest from employees
  • Key tactics for helping commercial partners execute sustainable workplace banking programs


  • Richard Knight, Co-Founder & Managing Partner at Global Leader Group EMEA and former Global Head of Employee Banking Solutions and Cross Business Collaboration at HSBC
  • Ryan Swift, VP of Strategic Partnerships at EVERFI
  • Jim Marous, Co-Publisher at The Financial Brand