Financial Education As a Value Proposition for Credit Unions

We are a supplier member of CUES (Credit Union Executives Society) and individual credit unions across the nation, and we bring financial education to their members and employees. This helps them measure and document consumer financial well-being and health. We are one of the only suppliers in the financial wellness industry who have access to this network.  Credit […]

All About RIA’s in 2022

What are RIA’s? According to Forbes Magazine: ” A Registered Investment Advisor (RIA) is an individual financial advisor or a company that provides its clients with financial advice.” RIAs turn data into insights that assist clients in achieving financial wellness. RIA’s give unbiased comprehensive advice according to the client’s needs, without harboring any personal financial incentives. […]

eLearnings Digital Enhancements for the Financial Services Industry

In today’s fast-paced society, the financial services industry is facing a massive transformation due to fluctuating consumer needs, economic demands, and industry competition. In an industry that changes often and has millions online, updating, continuing, and constant information is pertinent. Here’s where eLearning comes into action. The Costs of eLearning While there are many reasons […]

CEO Miguel D. Vasquez Featured In Forbes: Six Challenges Financial Education Providers Are Facing With Gen Z

Miguel D. Vasquez, CEO of Financial Fitness Group is a contributing member on Forbes Finance Council. He was recently published in Forbes on the topic of Six Challenges Financial Education Providers Are Facing With Gen Z. Article preview: Generation Z is, according to the consulting firm Bridgeworks, about 61 million strong. It is being watched closely, as […]

Engaging the Millennial Generation

The millennial generation is a hot topic in almost every conversation, especially ones involving finances. Millennials are analyzed on how they respond to certain situations; how they scrutinize certain outcomes, how they are disrupting the traditional workforce and the behavioral trends associated with each decision they make. This generation (born roughly between the 1980s and […]

Generation Z: Understanding Financial Behaviors

For years, generations have followed after one another, learning and observing similar financial behaviors, until now. The younger generations are testing these trends. The millennial generation and Generation Z (Gen Z) are breaking the economic norms and creating their financial paths. Understanding how the generations stand out from the rest is crucial to keeping your […]

5 Factors of Digital Presence for Financial Service Companies

A strong digital presence is no longer optional to gain a competitive edge in today’s marketplace. According to Statistica, the number of smartphone users worldwide in 2018 is projected to reach 2.52 billion, with 61.2% of the world population accessing the web from their mobile devices. To reach customers effectively, businesses, no matter the industry, […]

EBN 2018 Interview with Joe Saari, Founder of Financial Fitness Group

During this year’s Employee Benefits News Forum & Expo, Joe Saari, Founder of the Financial Fitness Group was interviewed on the importance of technology and machine learning for the employee benefits market. With employees demanding better benefits through technology, Joe shared his experience in the employee benefits software industry and where the movement is going. See […]