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Community Banking
Financial Wellness Scoring
Complexity
High
Timeline
12-16 weeks
Outcomes
4+
Challenge
No systematic way to assess member financial health or provide personalized financial guidance.
Solution
Custom FSC scoring model with Flow and Business Rules Engine calculating wellness scores from savings-to-debt ratio, credit usage, and goal progress.
Key Outcomes
- Personalized financial guidance
- Increased member loyalty
- Higher product adoption
- Improved member financial stability
Tags
financial-wellnesscommunity-bankingscoringmember-servicespersonalization
Implementation Timeline
12-16 weeks
High Complexity