White Papers

Hot off the press!

Pandemic Imperative for Insurance: Virtual Financial Coaching

The pandemic-led economic crisis has left millions of people grappling with tough financial decisions. Which financial priority do they focus on and which do they let slip? This has pushed down insurance from a need-to-have to a nice-to-have for many consumers.

What can insurance companies do to help more people afford more insurance? Assist your customers and prospects in improving their financial health. Customers, who can afford insurance, are also able to tuck more money into their retirement accounts.

In this white paper, we’ll highlight how AI-powered digital financial coaching can help your customers become financially viable so they can afford to buy insurance and qualify for your other financial offerings.

Millennial Marketshare: How Financial Institutions Can Grab an Unfair Advantage

“Most of our young, financially struggling customers never encounter a banker skilled enough to help them.” And that (as told by a financial services executive) is the crux of the bad experiences of the new-gen banking and financial customers. With millennials, numbering over 73 million, and set to become the largest demographic group in the US this year, per Pew Research, this takes on huge importance. Know how your financial institution—banks, insurance, financial services—can overcome this to their advantage in the new decade.