CEO Miguel D. Vasquez published via Forbes “The Future Of Financial Consumers Could Depend On Personalized Technology” – Read Full Article via Forbes Now Increased automation, artificial intelligence (AI) and innovative service options are promising personalized financial health services to every financial consumer. The perceived degree of financial confidence can engage many, especially those who […]
The Demand for Personalized Financial Health
The aim to empower consumers and improve financial health is taking center stage in the financial industry. But why now? Factor 1: The Economic Climate Many Americans have spent the past ten years climbing out of the Great Recession. Additionally, we can recognize the wealth gap widening – some have improved their financial status while […]
The Value of Financial Education for Entrepreneurs
Financial education is often an intimidating and challenging initiative for entrepreneurs to undertake. Yet it is vital for financial prosperity, economic sustainability, and mental health. Financial competency is pivotal in accessing capital and maneuvering through the peaks and valleys of business management. Since our inception, Financial Fitness Group (FFG) has spearheaded academic, unbiased financial literacy […]
Digital Transformation Brings Financial Education to the Forefront: Part 2
With the digital disruption becoming increasingly relevant in our economy, it is more important than ever for organizations, regardless of industry, to understand what customer experience means. It has been defined in many ways, but our definition aims to explain the scope of customer experience: Customer experience: the interactions between an organization and a customer […]
Digital Transformation Brings Financial Education to the Forefront: Part 1
Why Digital Transformation is a Necessity for the Financial Service Industry Investing in digital technologies to accelerate marketplace position is no longer optional. It’s a requirement to get ahead. Digital technologies produced increased customer awareness, enabling research and broadening their options on how they can manage their money. As a result, financially educated customers are […]
8 Expert-Recommended Apps and Tools for Wealth Building
Original article can be found on Forbes.com. As more and more financial transactions take place online, mobile apps for everything from investing and banking to debt payoff and automated savings have popped up to meet the needs of the modern consumer. These apps and tools are designed to make financial management and wealth building easier […]