Infographics
Financial Rules for Better Money Management
50-30-20 Rule:Allocate your after-tax income into three categories: 50% for needs (essentials like rent, groceries, and utilities), 30% for wants (entertainment, dining out), and 20%
July 3, 2024
Don’t Leave Money on the Table: Meet the Evolving Needs of Today’s Financial Consumers
In today’s competitive landscape, financial institutions (FIs) can’t afford to be complacent. A recent study by MX* found that nearly half of Gen Z (45%) feel
June 11, 2024
Overcoming Learning Transfer Challenges in a Sales Team
Challenge:One of our clients, a mid-sized enterprise, recently conducted a comprehensive Training Needs Analysis (TNA) for their sales team. The TNA revealed significant gaps in
June 11, 2024
Discover How to Navigate Market Volatility Post-Elections!
Elections can bring uncertainty to the markets, but your financial strategy doesn’t have to waver. In our latest blog, we delve into how people’s financial
June 10, 2024