SavvyMoney

Most financial institutions think primacy means owning the checking account. It doesn't.

In this Forbes Finance Council article, SavvyMoney President & CEO JB Orecchia unpacks the "leaky bucket" problem: institutions sit on years of consumer data no fintech competitor can match, yet consumers quietly take their biggest financial decisions — mortgages, auto loans, investments — elsewhere.

The fix: use that data to deliver the right offer to the right consumer at the right moment. One credit union that did saw 91% adoption and a 67% jump in loan volume.

Read the full piece: https://hubs.ly/Q04nMYt_0