Maybe this can help with all this duty of care work (next subject I’m gonna dig deeper into to help financial institutions and thier customers).

The strategies, based on behavioral science, address common adoption hurdles by considering people's information processing and decision-making.

By considering these behavioral insights, your financial institution can create or enhance digital financial services, extending their reach and promoting consumer financial well-being.

I worked on a financial well-being project earlier this year, so this guide would have been a good help.

Thanks ideas42 for putting it out there - link to the reading.

Robert