In the second of a two-part series on fintechs, CBA will explore the practical application and integration of fintech into an existing asset building program. In a discussion led by Heartland Alliance, we will hear how they moved to incorporate fintech products and services to enhance their financial coaching model.
Walk away from this session with an understanding of how to be mindful of consumer privacy and security with fintech, how to vet which of the many fintech products may be right for your customers, and consider new ways to incorporate fintech services into existing financial coaching work.
This webinar is part of our Members-only Series, a benefit of CBA membership. Non-members interested in the webinar can participate for a nominal fee by registering here.