Customer Engagement – Using Design Thinking for Results

  • February 28, 2018
  • By: Greenpath Financial Wellness

Farmington Hills, Mich., (Feb 28, 2018)…GreenPath Financial Wellness is hosting a complimentary seminar April 12 on how to use behavioral science and human-centered design to develop financial products and services that resonate with customers. Design Thinking can lead to positive outcomes for meeting customers financial wellness needs.

The 2018 Financial Industry Partner Summit is for credit unions, banks and other financial service companies.  “Often, people have access to financial services, but they don’t understand how to use them or why they would benefit from them,” says Kristen Holt, CEO, GreenPath Financial Wellness. “At this summit, we will show how behavioral science and human-centered design leads to products and services that are better focused on the customers’ financial wellness needs.”

The 2018 Financial Industry Partner Summit features behavioral research experts from the Duke Common Cents LabTM and GreenPath. In panel and breakout sessions, attendees will learn about:

  • Putting people at the center of product and service design
  • How empathy works better than math to engage customers
  • Leveraging behavioral science to motivate customers to act
  • Improving customers’ financial well-being

“This event is for any organization that wants to improve their customers’ financial wellness,” says Holt. “We’re sharing insights to deepen client relationships and create services that better connect with people.”

The 2018 Financial Industry Partner Summit 

Date:     Thursday, April 12, 2018

Time:     10 am – 3:30 pm

Place:    GreenPath Financial Wellness, 36500 Corporate Drive, Farmington Hills, MI 48311

Cost:      Free, with breakfast and lunch included


Interested participants should email to register by April 4. Space is limited.



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GreenPath Financial Wellness is a national nonprofit organization that provides financial counseling, education and products to empower people to lead financially healthy lives. In working directly with individuals, and through partnerships with other organizations, GreenPath aims to remix the American dream so it works for everyone. Headquartered in Farmington Hills, Mich., GreenPath has nearly 500 employees and operates about 60 branch offices in 19 states. GreenPath is a member of the National Foundation for Credit Counseling (NFCC) and is accredited by the Council on Accreditation (COA). For more information, visit