Why human expertise still matters in financial wellbeing

From understanding key financial concepts as a university graduate, to buying a first home, to knowing when and how retirement might be possible, people at every stage of life are searching for help with their financial wellbeing - but where are they getting that support in today’s digital world?

Artificial intelligence and digital tools are increasingly part of how people access information, including financial information. While these technologies play a valuable role in helping people engage with their finances, they also bring risks - particularly where information is incomplete, misleading, overly generic, or not suited to an individual’s circumstances.

With wellbeing challenges, including physical and mental health, workload pressures and financial worries, high on the list of employee concerns, many people are now turning to digital channels and AI for answers.

This 45-minute webinar will explore why a blended approach, combining digital innovation with human expertise, is essential to supporting financial wellbeing effectively and safely for both employees and employers.

What are the key issues employees are facing?
Drawing on data from our latest research, a Marsh representative will explore the key concerns employees are facing this year.

How are employees currently using digital tools and AI to find solutions to these concerns?
Our speakers will discuss the many ways people are using digital platforms and artificial intelligence to support their financial wellbeing, and how this varies across different demographics.

What are the dangers of relying solely on digital tools and AI for financial wellbeing?
The speakers will consider the risks of relying only on digital tools or AI for financial guidance, for both employees and employers.

How can human expertise complement digital tools and AI in financial wellbeing?
Digital tools and AI can provide accessible, scalable support and help people build the knowledge and confidence to make informed financial decisions. Human expertise complements this by helping individuals explore their wider circumstances, identify questions they may not have considered and navigate more complex or changing situations. Together, digital and human support can help employees and employers strengthen financial wellbeing

Open Q&A
This is your chance to get your pressing financial wellbeing questions answered.