Continuing the journey to bring financial health to all Mexicans
FinnSalud 3.0 will partner with three institutions to create impactthrough in-depth advisory services. Based on the learnings of previous years, we believe that the adoption of Financial Health (FH) by institutions requires:
Proof of concept that FH entails a business case
In-depth guidance to overcome the “death valleys” that stand between intention and action
A customer-centric business model that can design needs’ based offerings tailored to improve people’s FH
Our vision is that institutions develop the capacity to measure, test and launch financial products, services, and features that improve the FH (FH) of customers or employees.
Making FH an explicit strategic imperative within the organizations
Prioritizing FH metricsand measurement models
Fostering organizational alignment aroundFHin technology, processes, and products
Low-and middle-income customers will find products and services that are better tailored to improve their FH needs. These could include specific features, personalized advice/coaching, accessible digital tools, and responsive redress mechanisms
Financial institutions will have a robust roadmap to build FH solutions based on the data collected by measuring their customers’ FH and advanced insights provided by BFA Global.
MetLife Foundation will strengthen its reputation as an ecosystem builder and FH champion among Mexico’s leading financial inclusion service industry stakeholders
Employees of institutions will benefit from initiatives that improve their FH, contributing to increased workplace satisfaction, productivity and retention
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