Press release

HSBC Bank Announces Updates to Its Financial Wellness Center

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HSBC Bank USA, N.A. (“HSBC”), part of HSBC Group, one of the world’s largest banking and financial services organizations, today announced updates to its HSBC Financial Wellness Center that include more than 30 new modules and an enhanced mobile experience.1 Given the unique circumstances of today’s economic environment, these additions provide Americans, irrespective of location and financial situation, with the tools they need to create a personalized learning journey tailored to their financial needs. These updates emphasize the bank’s commitment to investing in financial literacy to support small businesses and provide users with improved resources during times of financial hardship.

The HSBC Financial Wellness Center is powered by EVERFI, a leading social impact education innovator. Topics covered in the new program include banking basics, building financial capabilities, retirement planning, homeownership, small business basics and financial caregiving, among others. Additionally, the HSBC Financial Wellness Center will offer increased customization, prompting users to complete a brief survey that will tailor a personalized playlist of sequences to complete relative to their individual financial goals.

“Today’s economic environment is creating uncertainty for many individuals on how to best keep themselves financially prepared and ensure they are set up for long-term financial success, no matter what external curveballs are thrown their way,” said Michael Rogan, Head of Corporate and Strategic Partnerships, HSBC USA. “Our goal is to provide consumers with opportunities to enhance their financial wellness through content that is specific to their individual needs. The upgrades we have made to the HSBC Financial Wellness Center create greater accessibility to a wider range of consumers across all life stages, reaffirming our commitment to transform and empower communities through financial literacy.”

Launched in March 2019, the HSBC Financial Wellness Center is available to anyone aiming to advance their financial savvy, whether a client of HSBC or not, as well as HSBC’s corporate partners who can share it with their employees. The entire site, currently available in both English and Spanish, will be offered in Mandarin Chinese beginning on April 27.

For more information about HSBC’s financial wellness offerings, visit

Note to editors

HSBC Bank USA, National Association (HSBC Bank USA, N.A.) serves customers through retail banking and wealth management, commercial banking, private banking, and global banking and markets segments. It operates bank branches in: California; Connecticut; Washington, D.C.; Florida; Maryland; New Jersey; New York; Pennsylvania; Virginia; and Washington. HSBC Bank USA, N.A. is the principal subsidiary of HSBC USA Inc., a wholly-owned subsidiary of HSBC North America Holdings Inc. HSBC Bank USA, N.A. is a Member of FDIC. Investment and brokerage services are provided through HSBC Securities (USA) Inc., (Member NYSE/FINRA/SIPC) and insurance products are provided through HSBC Insurance Agency (USA) Inc.

HSBC Holdings plc, the parent company of HSBC, is headquartered in London. HSBC serves customers worldwide from offices in 64 countries and territories in Europe, Asia, North America, Latin America, and the Middle East and North Africa. With assets of $2,715bn at 31 December 2019, HSBC is one of the world’s largest banking and financial services organisations.

1 HSBC offers the Modules for educational purposes only and they should not be considered professional or investment advice. While HSBC is pleased to offer the Modules as an educational service to our customers, HSBC does not guarantee, warrant or recommend the opinion or advice or the product and/or services offered or mentioned in these Modules. Any opinions, judgments, advice, statements, services, offers or other information presented within a Modules are those of a third party and not HSBC. For a comprehensive review of your personal finances, always consult with a tax or legal advisor. Neither HSBC, nor any of its representatives may give legal or tax advice.

For your convenience, HSBC may establish links within these Modules to one or more other websites or blog posts independently operated by third parties. HSBC has no control, oversight or responsibility over any such other websites or contents therein. The existence of any such links shall not constitute a warranty or an endorsement by HSBC of such website, the contents of the websites or the operators of the websites. You access them entirely at your own risk.