GreenPath Financial Wellness Research Chart: GreenPath Financial Wellness Customer Research

About This Data

This data was sourced directly from verified users of GreenPath Financial Wellness by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.

Respondent Details

Statements from the following verified business professionals were used to create this chart:

	Company Size	Industry	Response
Member facing	Medium Enterprise	Banking	Members or customers struggling with their finances Staff in need of financial wellness resources
VP Marketing	Small Business	Financial Services	Members or customers struggling with their finances In-house team unable to provide counseling services (no time/not financially viable) Desire to support/provide financial literacy resources to the community
CEO	Small Business	Banking	Members or customers struggling with their finances Desire to support/provide financial literacy resources to the community
Training & Education	Membership Organization	Membership Organization	Members or customers struggling with their finances Staff in need of financial wellness resources Desire to support/provide financial literacy resources to the community
Training & Education	Small Business	Banking	Desire to approve more loan applicants Members or customers struggling with their finances In-house team unable to provide counseling services (no time/not financially viable)
CEO	Small Business	Financial Services	Members or customers struggling with their finances In-house team unable to provide counseling services (no time/not financially viable)
Director	Medium Enterprise	Financial Services	Desire to approve more loan applicants Staff in need of financial wellness resources Desire to support/provide financial literacy resources to the community
Member facing	Non-profit	Non-profit	Members or customers struggling with their finances In-house team unable to provide counseling services (no time/not financially viable) Desire to support/provide financial literacy resources to the community
VP Marketing	Small Business	Banking	Members or customers struggling with their finances Staff in need of financial wellness resources Desire to support/provide financial literacy resources to the community
Manager	Large Enterprise	Banking	Desire to support/provide financial literacy resources to the community

To provide help for members/customers struggling with their finance	89%
To support/provide financial literacy resources to the community	75%
Our in-house team is unable to provide counseling services	46%
Our staff needs financial wellness resources	34%
To approve more loan applicants	20%

TechValidate Research on GreenPath Financial Wellness

About This Data