784. Insights: Holistic financial wellbeing

50min listen

784. Insights: Holistic financial wellbeing

Ross Gallagher is joined by some great guests to dive into the subject of holistic financial wellbeing. Alongside some expert guests, we discuss what that term even means, the value add for customers, how businesses can use this to improve customer retention and financial health through their products and services, plus much more.

Our expert host Ross Gallagher is joined by some great guests to dive into the subject of holistic financial wellbeing.

What does that even mean, I hear you ask? Well, we’re going to answer that, while looking at the value add for customers within the ecosystem of one brand, how the brands can cultivate that customer stickiness and retention to keep them within the brand’s umbrella, while offering them new products and services to improve their financial health and management.

We also look at the balance between guidance and advice and how to bake this into propositions and how brands can tread the line between the two, while still offering value to customers.

This week's guests include:

  • Niro Nirmalan, Head of Digital Transformation, Nat West Group
  • Audrey Zada, Director of Product Communications, Lemonade
  • Sujata Bhatia, COO at Monzo bank

Fintech Insider by 11:FS is a bi-weekly podcast dedicated to all things finance, banking, technology, and financial services.

Our expert hosts, with real industry experience, are joined by the biggest decision-makers, VCs, and reporters from across financial services including guests from Visa, Nubank, M-Pesa, Techcrunch, Starling, and JP Morgan Chase to discuss the latest news, developments, and trends within the industry.

Our weekly news show drops every Monday and tackles the biggest news stories, from acquisitions and launches, to regulatory changes and innovation. Then, every Friday our Insights show dives deeper into the hottest topics shaping the industry like web3 and BNPL.

Whether you’re already immersed in the world of financial services, or just keen to learn more, this is the #1 podcast for you.

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Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com!

Special Guests: Audrey Zada, Niro Nirmalan, and Sujata Bhatia.