EPISODE · Jan 22, 2026 · 36 MIN
The Branch Will See You Now
from Money Isn't Everything · host Mary Wisniewski & Cornerstone Advisors
It’s January, and people are thinking about their money habits again. Mary talks with Andy Bandyopadhyay, PhD, founder and CEO at Attune Insights, about why financial institutions ought to seize the moment and encourage consumers to make financial health appointments at their branches. They chat about how financial health isn’t a tool or a tab and why PFM rarely changes behavior.Show notes:Attune Insights Subscribe to the Money Isn’t Everything podcast here: https://www.crnrstone.com/gritty-insights/podcasts/money-isnt-everythingChapters:[00:00] Welcome to Money Isn’t Everything + Introducing Andy Bandyopadhyay[01:05] New Year, New You: Why Financial Health Starts With Looking[03:23] Financial Health Appointments & Using the Branch Differently[05:32] How Credit Unions Can Pilot Financial Health Centers[07:17] Why Personal Financial Management (PFM) Tools Failed[10:57] Knowing vs Doing: Why Information Alone Doesn’t Change Behavior[12:31] Access Barriers: When Financial Help Is Hard to Reach[16:05] Measuring Outcomes, Not Just Engagement Metrics[22:50] The Myth: Finance Employees Are “Fine” Financially[31:49] The Future of Financial Health, Trust & AISend us Fan Mail
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It’s January, and people are thinking about their money habits again. Mary talks with Andy Bandyopadhyay, PhD, founder and CEO at Attune Insights, about why financial institutions ought to seize the moment and encourage consumers to make financial health appointments at their branches. They chat about how financial health isn’t a tool or a tab and why PFM rarely changes behavior. Show notes: Attune Insights Subscribe to the Money Isn’t Everything podcast here: https://www.crnrston...
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The Branch Will See You Now
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