Hands On Approach - How you can best serve your customers with their finances - Seguridad Mania.com - España y América Latina

The US banking system should learn to reach customers in more ways that are a win-win. Traditional solutions for budgeting have been financial literacy, Do it yourself fee apps or spreadsheets. While these may provide some level of a solution, these have not made an impact for most. Financial stress is at an all-time high. Moreover, it is fraught with guilt, shame, confusion and stress. So that makes limited time with your customers all that more important. Here is a way to learn some bleeding edge concepts that will make you a better “trusted advisor” to you customers. Stress and confusion regarding money issues is by no means limited to just high debt relative to income. Studies show it effects all income and educational levels. You will learn how to see beyond the norm and give your customers better service. While the potential to disrupt banking through innovative solutions and technology at scale is huge, banks and credit unions have shown that they are adverse to changes. It is time to see that the status quo, while great for quarterly profits, miss the mark where it comes to maximizing the benefit to their customers. By attending this webinar, you’ll: •Learn the optimal step by step approach to budgeting •How to figure what “zero balance” should look like •Understand why people are hesitant to give you this information •Which services to recommend •How to handle the discussion step by step •Gain perspective of how retirement plans fit with the whole picture •Understand the importance of having a strategic plan in place for cash flow •See what is wrong with categorization as a major component of a budget David Rosenberg, CEO of Budget Referee, a software startup in FinTech. He has held accounting and operational positions within Fortune 500 Companies. At these jobs, he has implemented process improvements and cost savings projects by working with stakeholders.