Home / Events / Uncovering Needs with Human Centered Design: A Financial Coach Support Story 

Uncovering Needs with Human Centered Design: A Financial Coach Support Story 

pattern

May 28 @ 2:00 pm 2:30 pm EST

At GreenPath, Human-Centered Design isn’t just a guiding principle—it’s our passion. Join us for an enlightening thought leadership session where we tell a story of how we transformed this passion into action. 

Our financial institution partners voiced a crucial need: more support for their internal financial coaches beyond certification. This sparked a journey of discovery at GreenPath, leading us to explore innovative ways to meet this need. 

In this webinar, we’ll take you through our process of identifying the need, developing a tailored solution, and uncovering valuable insights along the way. Plus, we’ll equip you with practical tips to implement a similar approach, empowering you to uncover and meet the needs of your staff and those you serve.  

Can’t make the webinar time?

What You Will Learn

Who Should Attend

Presenters

Nicole Mellor 

GreenPath Director of Partner Experience

Amber Miller

GreenPath Partner Experience Manager

Register for Webinar

pattern