Financial wellness

Financial wellness is a specific area of focus in financial services strategy. The confluence of customer over-indebtedness, advances in big data, artificial intelligence and behavioural sciences have set the stage for this global trend. Financial wellness changes the focus of financial services providers from simply delivering services to enabling their customers’ long-term financial stability and prosperity.

Our team has been working on financial wellness for over six years and have been advising our clients about this shift in consumer and business financial services. Intellidex is contributing to the global movement toward financial wellness through rigorous and evidence-based research.

Clients also have access to a variety of publications from longer-term outlooks to short-term commentary.

For a confidential discussion about your research requirements, please contact us.