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How to engage the financially fearful

About this webinar

Australians who aren’t financially literate are at a serious disadvantage in these economically uncertain times. These consumers are less likely to engage in their financial wellness or know how to improve their situation, which has been exacerbated by the coronavirus. In our upcoming webinar, we’ll take a close look at this financially vulnerable demographic and discuss strategies for engaging, educating, and empowering these consumers to take control of their money.

Join us to review current AU economic trends and market data that sheds light on consumers’ situations. See what habits and behaviors consumers need to address to improve their financial health. And discover successful ways to motivate consumers to take action and reduce their financial stress.

 In our webinar, we’ll discuss:

  • Current AU economic trends and COVID market data such as the percentage of unemployment and the number of people receiving job seeker and job keeper payments
  • COVID-19 income and spending trends in various industry sectors
  • The most successful ways to engage customers during financial hardship from a PFM and financial wellness perspective 
  • Important areas customers need to look at to change their financial wellness 
  • The key areas for financial wellness improvement which COVID highlighted
  • The market needs COVID brought to the financial wellness space

Hosted by

  • Guest speaker
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    Bill Parsons Group President, Data Analytics & International Operations @ Envestnet | Yodlee

    Bill is the Group President, Data & Analytics, and International for Envestnet | Yodlee. After nearly a decade with the company, he has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations. Prior to joining Envestnet | Yo...

  • Guest speaker
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    Zhi-Ying Barry Senior Analyst, @ Forrester

    Zhi-Ying serves digital strategy professionals in the financial services and retail sectors across APAC. Her research focuses on the business and customer value that digital technologies bring; she advises clients on strategies to create new business models and sources of value for customers

  • Guest speaker
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    Travis Tyler Chief Product & Marketing Officer @ 86 400

    With two decades of retail banking experience, Travis takes on the CPMO role at 86 400. Leveraging experience across the customer life cycle and running the digital business for Westpac Group, Travis’s passion for the customer and working at the digital edge positions him well to help build the f...

  • Guest speaker
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    Fred Schebesta Chief Executive Officer & Co-Founder @ Finder

    Fred is an award-winning international business leader, serial entrepreneur and futurist, best known for co-founding personal finance comparison website, Finder, which compares thousands of products and sees over 10 million monthly visitors across 83 countries. For the past 2 years, Fred has led ...

FST Media

FST Media produces successful technology events and industry insights for financial services and government sectors across Asia Pacific.