Financial advocacy shifts institutions from intermediaries to true partners in customers’ financial lives. Instead of just holding deposits or processing payments, banks must focus on helping customers earn, spend, save, borrow, plan, protect, and grow. Surveys show 70% of Americans live paycheck to paycheck and 3 in 10 lack emergency savings, yet 55% say their bank doesn’t help improve their financial strength. Advocacy builds trust, loyalty, and long-term value by offering personalized guidance, account aggregation, and proactive insights. Institutions that embrace advocacy achieve win-win outcomes, stronger relationships, and sustainable growth.

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