Financial decisions are rarely driven by numbers alone. Emotions, stress, habits, outside influences, and personal experiences all shape how people think about and manage money. For banks and credit unions focused on financial wellness, understanding these behavioral drivers can create more meaningful conversations, stronger engagement, and better outcomes for the people you serve.
Join us on July 31st at 12 pm CT to hear from Andy Manthei from GreenPath. Andy will explore how behavioral science can help institutions better understand the internal and external factors influencing financial decision-making. We’ll examine the behavioral concepts that commonly impact member decisions and provide practical frameworks for guiding more effective, supportive conversations that encourage positive behavior change without judgment.
You’ll walk away with tactical strategies to reframe financial conversations, strengthen member connections, and better support your financial wellness mission.
The ABA has approved this webinar for 1.25 CERP and CFMP credits.