EMW2024: The Business Case for Client Financial Health: Voices from the Field

EMW2024: The Business Case for Client Financial Health: Voices from the Field

In recent years, there has been a growing emphasis on the importance of financial health (FH)—defined as the extent to which an individual or family can smoothly manage their current financial obligations and have confidence in their financial future. Financial service providers (FSPs) adopting a client FH strategy focus on improving their…

source