Two-thirds of Americans are financially unhealthy, and they’re turning to banks for help.
In this episode, Miles Tullo talks with Jennifer White about the findings from the 2025 U.S. Financial Health and Advice Satisfaction Study and how top banks are meeting customers’ rising expectations for financial guidance.
You’ll learn:
- What kind of advice customers really want (and it’s not long-term retirement plans)
- Why Bank of America ranks highest for advice satisfaction
- The growing appetite for short-term financial tools from younger and emerging affluent customers
- What lagging banks need to change to stay relevant
- How omni-channel consistency and timely outreach drive results
