Unlocking Value With Financial Health & Wellness

President and COO of FinLocker Brian Vieaux joins Joe Welu on Expert Insights to discuss going beyond a transactional mindset and delivering value to consumers by helping them prepare for life's biggest financial decisions.Key takeaways: [00:55] Brian's background and FinLocker story[05:16] Financial health and wellness, and enabling customer success[08:26] Engaging up-funnel and empowering the modern consumer[14:37] Most innovation is focused on the transaction[18:24] The Struggle of being a B2B2C platform[21:56] The importance of consumer control over their data[26:52] Possibilities with FinLocker and data management with a privacy-focus