Balancing personalization and data privacy to create financial wellness programs that resonate with employees.

Alison Salka, Ph.D.; Jo Ann Appleton, FLMI, ASRI, PCS, ALHC, HIA 7/27/2021
Balancing personalization and data privacy to create financial wellness programs that resonate with employees.
LL Global, Inc., and PwC recently sponsored an executive roundtable to discuss how leading providers are using data to improve outcomes from financial wellness programs and the issues around such data usage. Findings include:
Financial wellness is one of the biggest challenges for our industry and our nation. Many efforts have been made to improve consumers’ financial wellness with limited success. Not only does this put families at risk, it causes significant stress for Americans.
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The Fellow, Secure Retirement Institute (FSRI) designation teaches the challenges facing society and the retirement industry, as well as strategic approaches for overcoming these challenges.