50% of consumers are not comfortable approaching their financial institution. These consumers don’t know what questions to ask or worry they won’t understand the answers. They receive offers for homeowner loans, retirement funds, and more, but their eyes glaze over when they read yet another acronym — so they miss out on opportunities to engage with the financial institution and reach their financial goals.

What’s clear is that the majority of consumers today are missing the education they need to navigate your products and services. 

Hear from Kat Coats-Thomas, VP of Financial Education, Meg Moyer, VP of Research, and Erin McClintock, Head of Impact, Social & Emotional Learning, as they discuss:

  • Why 50% consumers hesitate to engage with their financial institutions
  • How financial education helps increase consumer confidence 
  • How you can help your consumers in their times of need through digital education