Providing trust through personal financial education is an imperative for the entire finance services sector. It is also a cornerstone to building engagement across the entire customer journey.

The need for financial education extends across every socio-economic segment and every age category. Advanced technologies have made the delivery of personalized financial education more feasible and more impactful for any sized financial institution.

What You’ll Learn

  • How EVERFI has brought Financial Education at scale to communities across the country.
  • How local financial institutions can bring financial equity to communities.

The Panelists

  • Ryan Swift — Vice President of Strategic Partnerships at EVERFI
  • Jim Marous —  Co-Publisher at The Financial Brand