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How Financial Services Providers Could Help Customers Achieve Their New Year Resolutions

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Date

22nd January 2022

Maxine Glencross

Maxine Glencross


We have been featured in Financial IT – a leading publication specialising in fintech.

In this article, Jerry Young details how he thinks financial service providers could help their customers achieve their new years health goals and resolutions.

As another new year rolls around, with it comes a new set of new year resolutions – with a change in financial habits being one of the key objectives for many people.

Whether it’s saving more money into that rainy-day fund, cutting down the bills or even taking the plunge and investing in our first stocks and shares ISA, many of us routinely re-evaluate our finances at this time of the year.

Against such a backdrop, how can financial services providers encourage these healthy new years’ resolutions – and help people to stick to them?

Many people rely on the tools offered by their bank, building society or investment platform to encourage them to achieve their financial goals – resulting in a much-increased effort by financial services providers to deliver these digital goods.

Read the full article at Financial IT

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