• 40% of people say they are being more careful with their budget and savings, thinking of the months to come.
• Proteccion launches Take Control of Your Finances – a platform intended to help people get into small habits in their daily routine, which will help their financial wellbeing.
• There are three key factors on this platform to take control of personal finance – awareness, accompaniment, and access to services that help monitor plans.
• Proteccion’s financial wellbeing program is supported by qiip – a digital platform that provides financial coaching, which has already benefited 90,000 people and has 40,000 active users in Mexico.
The most recent surveys conducted by Deloitte in Spain and GFK China Consumer Sentiment Study show that, as a result of the Coronavirus, 40% of people say they are being more careful with their budget and savings, thinking of the months to come. Even if Colombia is on preventive lockdown, this situation has proven to have an impact on income decrease for a percentage of the country’s population. Therefore, the levels of awareness of personal and family finance have increased.
In this context, and being aware of how important it is for Colombians to improve their financial wellbeing, Proteccion launches the Take Control platform intended to help people get into small habits in their daily routine, which will help them adjust their spending to their income reality for better financial health.
“As a society, we are experiencing an uneasy situation that leads us to more responsible and planned consumption, thinking long term. We may also see this time as an opportunity to reinvent ourselves, as decisions we make now will shape the world we will live in over the next years. At Proteccion, we are absolutely certain that the secret is not necessarily how much money we earn, but know how to spend and manage it to improve our wellbeing”, said Juan David Correa, Proteccion’s CEO.
There are three key factors we must work on to take control of our finances – awareness, accompaniment, and access to services that help monitor plans. Precisely, Proteccion’s platform has started by challenging Colombians to the 21-Day Challenge, with actions as simple and common as reviewing any unnecessary spending, learning how to create a budget and planning as a family.
This Proteccion’s financial wellbeing program is supported by qiip – a Sura AM digital platform that provides financial coaching, which has already benefited 90,000 people and has 40,000 active users in Mexico. In association with qiip, Proteccion will provide clients and their employees, in a staged manner, with free accompaniment for financial wellbeing programs, expert guidance and services according to their needs.
“Aiming to help create financial habits and thus achieve improved wellbeing, two phases have been launched: one open phase, with contents available at proteccion.com and on all our social media; and another phase for 400 companies and their nearly 50,000 employees, who will get access to tools and private coaching sessions, which will help them build awareness and knowledge of their finances. We expect to reach out to a larger number of clients over the next months”, stated Juan David Correa, Proteccion’s CEO.
Proteccion invites everyone to the launch webinar today at 8:00 a.m. on how to transform financial situations with small actions every day. This event will be streaming at proteccion.com/eventos as well as on the Company’s social media.
As an expert Company in savings and investment, Proteccion keeps working to become the best ally of its clients, and meet the needs that result from this current situation, by encouraging them today to make decisions that will help bring them closer to their dream future.