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Banking on Digital Growth Podcast

5 Steps to Improve Your Customers’ Financial Wellness (With Whitney Loe)

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Brief Summary of Episode #72

When it comes to the virus, the end of the pandemic is in sight.

But the financial implications will be felt for years. 

And financial brands need to step up and help. 

That’s why Whitney Loe, Director of Business Development at Ignite Sales, has outlined a 5-step plan every financial brand can follow to improve their customers’ long-term financial wellness:

1. Discover your customers’ needs

Make sure you offer your customers an easy-to-follow process allowing them to share their needs with you.

2. Record goals

This is the most important step. Recording goals means you know how to help no matter where in their journey your customers need it.

3. Offer accurate, easy suggestions

The easier it is, the more likely your customers will trust you and lean on you as a resource. Of course, it also has to work.

4. Provide a wellness score

It’s easier to see where you are going if you know where you’ve been and where you are. A wellness score gives customers a way to gauge their progression on their lifelong journey.

5. Check in

It may seem simple, but you need to understand where your customers are in their journey. That way, you can provide them the right content when they need it. 

If you follow these steps, you’ll earn your customers trust and loyalty, and, more importantly, be there when they need you.


Key Insights and Takeaways

  • The pandemic’s impact on financial wellness
  • What “digital” really means
  • The 5 steps you need to take to improve your customers’ financial wellness

How to Connect With Whitney Loe

LinkedIn | X.com