Periagoge
Scenario

Why profit motives conflict with customer advocacy in banking

My manager told me to stop asking customers if they really need overdraft protection because it reduces revenue.

More people experience this than they realize.

What we've seen

You are being explicitly instructed to avoid practices that would benefit customers at the expense of institutional profits.

Your guide for this
Aurelius
Aurelius works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Financial Services — Banking & Credit?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.