ESTABLISH
Oumarou feels secure. He wants to finance a new car with low cost and own a home with good rates.
Situation:
Qualifies for more credit products, including lines of credit and mortgages.
Purchases a new car with better financing terms.
Purchases a home with a mortgage.
Barriers:
Challenges in navigating complex financial products related to investments and retirement planning.
Opportunities for financial institutions:
Provide tax-efficient investment options and advisory services on retirement planning.