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