Regulation, global markets, currency fluctuations. Financial services businesses have a lot to keep track of, and sometimes in this juggling act, they lose sight of the fact that, to their customer, it’s much more than money. It’s their hopes and dreams for the future. Felton Willis helps financial services companies connect to the human side of their customer. Beyond an account number, who is this person and what do they need from financial services? Getting to the bottom of highly sensitive topics – such as individual and household finances – is a Felton Willis strength.

Financial Services Caselet