Optimity invites you to their event

Next-gen Financial Health Solutions: From Health to Wealth

Tuesday, December 10 2024 at 11:00 am (EST)
About 1 hour

About this event

Join us for an insightful webinar on enhancing engagement with financial health solutions. Our expert panelists will explore current challenges and share strategies to create personalized user experiences that drive business results. Discover actionable insights to elevate your financial health solutions and ensure client satisfaction.

What You Will Learn:

  • Key challenges in financial health engagement and their impact
  • Current landscape of financial health programs and insights from industry experts
  • Proven strategies for personalizing client experiences
  • Moving beyond traditional wellness hubs to boost engagement
  • Infrastructure needed for continuous program deployment
  • Key takeaways and actions to consider for your organization

Hosted by

  • External speaker
    E
    Lily Vittayarukskul Co-Founder and CEO @ Waterlily Planning
  • External speaker
    E
    Jeff Tulloch Managing Principal @ Financial Wellness Consulting
  • Team member
    T
    Jane J. Wang CEO @ Optimity
  • External speaker
    E
    Jeff Miller Vice President - US @ Nudge

Optimity

A better, healthier world

Optimity: a mission-driven tech firm focused on helping clients & members to achieve healthier, wealthier & longer lives.

View all events
Host webinars on Host webinars on Livestorm
Virtual Meetings ∙ Webinars ∙ Virtual Events ∙ On-Demand Webinars ∙ Automated Webinars ∙ Product Demos ∙ Company communication ∙ Customer training ∙ Live Q&As ∙ Employee onboarding ∙ Live events