The new rules of financial wellness

Hosted by American Banker
Tuesday, September 16, 2025

Financial wellness is no longer a nice-to-have—it's central to long-term customer value and loyalty. But what does it really mean today, and how do you deliver it in an AI-driven world?

In this webcast, we'll explore how financial wellness is being redefined in the digital age—and why it's becoming a strategic imperative across banking, fintech, and beyond. Join us as we unpack how data and technology can shape behavior, expand access, and meet people where they are—with solutions that actually improve their financial lives.

Join us to explore:

• What financial wellness really means in today's AI-driven world
• How to drive engagement and long-term value through smarter product design
• The role of data and AI in powering personalized experiences
• What's next: the future of embedded financial wellness

Speakers:
Tim Hong, Global Head of Financial Wellness Technology, Gen Digital
John Rosenfeld, President, Jenius Bank

Host:
Peter Renton, President, Renton & Co