WITI Personalized Financial Wellness



Join Marla Sofer for "Fostering Financial Wellness: A Journey Beyond the Numbers." This session, part of the WITI Fintech community, will explore the emotional aspects of financial wellness, focusing on personal values and their impact on financial decisions. Marla will share insights from her article, emphasizing the importance of understanding our emotional connection to money. Participants will learn about cultivating healthy financial habits and aligning their financial choices with their personal values. This engaging session aims to empower individuals with tools for a more fulfilling and balanced financial life.

Featured Speaker(s)



Marla Sofer built
Knomee
because she saw the same problem perpetuated across all areas of financial services. Companies don’t deeply know their customers and prospects, challenging acquisition, engagement, and retention. Marla is a fintech founder, keynote speaker, and former executive at traditional wealth and asset management firms and leading transformational fintech providers. She led operational partnerships at BlackRock and J.P. Morgan quantified in the billions of dollars before leaping into fintech to improve customer experiences.