The Connected Financial Wellness report highlights how consumers, stressed by economic uncertainty, want providers to simplify money management through digital-first, automated tools. Surveys show 79% want help investing and growing money, 78% prefer digital over branch banking, and 63% seek proactive, personalized alerts. Yet 50% feel their providers don’t support financial health. MX recommends three steps: help customers organize finances with intuitive platforms, protect and guide them with AI-driven real-time insights, and empower them with personalized health scores and roadmaps. These tools create win-win outcomes, building loyalty while improving financial standing.

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