APAC WealthTech Talks: Creating Financial Wellness via Gamification

Presented by

Mario Bassi, Senior Advisor & Lead Business Development APAC, The Wealth Mosaic

About this talk

Research conducted by an Australian Employee Benefits and HR Consulting company beginning of last year stated that 70% of employees admitting to worrying about or spending time dealing with personal finances at work, despite their position or level of income. This is costing employers over $47 billion each year. These numbers must have been amplified over the last 18 months. The importance for a person to meet current commitments comfortably and have the financial resilience to maintain this into the future across all age groups becomes increasingly clear. With greater need, more complexity, diversity of products, stricter regulations and a need for the means to engage clients, there is very clearly also a leading role for technology in bringing financial wellbeing to as many people as possible. Hosted by The Wealth Mosaic’s Senior Advisor & Lead Business Development APAC, Mario A Bassi, and featuring Todd Stevenson, Chief Customer Officer, Colonial First State, Anthony Caneva, General Manager Member Engagement & Wellbeing, IOOF and Will Bailey, Chief Strategy Officer, InvestCloud, this webinar will delve deeper into • what constitutes a holistic financial wellbeing strategy, • what is financial wellbeing, why does it matter, • frameworks and practical examples on how technology can enhance financial wellbeing programs, • how does retirement and state retirement schemes fit within the employee financial wellbeing? Join us on Wednesday, October 6th, 2021 at 1pm AEST to tune in.

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