By continuing to use our site you agree to our Terms of Use and Privacy Policy. You can learn more about how we use cookies by reviewing our Privacy Policy. Please note that, if you reject cookies, you may be unable to access certain parts of our Website.

Customize Consent Preferences

We use cookies to help you navigate efficiently and perform certain functions. You will find detailed information about all cookies under each consent category below.

The cookies that are categorized as "Necessary" are stored on your browser as they are essential for enabling the basic functionalities of the site. ... 

Always Active

Necessary cookies are required to enable the basic features of this site, such as providing secure log-in or adjusting your consent preferences. These cookies do not store any personally identifiable data.

  • Cookie
    Wordpress
  • Duration
    session
  • Description

    Used to identify logged in users and maintain security when submitting forms.

Functional cookies help perform certain functionalities like sharing the content of the website on social media platforms, collecting feedback, and other third-party features.

No cookies to display.

Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics such as the number of visitors, bounce rate, traffic source, etc.

  • Cookie
    google-tag-manager
  • Duration
    session
  • Description

    We use Google Analytics to better understand how our customers navigate to and through our website, how long customers spend visiting our content items and how often they return to visit our website. Google Analytics also helps us track the effectiveness of the money we spend on our digital marketing and social media campaigns.

  • Cookie
    linkedin
  • Duration
    session
  • Description

    Professional social networking site LinkedIn use cookies and similar technologies, including mobile application identifiers, to help them recognise you across different services, learn about your interests both on and off their services, improve your experience, increase security, measure use and improve the effectiveness of their services.

  • Cookie
    hotjar
  • Duration
    session
  • Description

    We use Hotjar to provide intrapage analytics on specific click events and page elements.

  • Cookie
    twitter
  • Duration
    session
  • Description

    We utilize data from Twitter Analytics for historical research to identify and learn from patterns and trends that occurred in the past to help us improve our social media marketing and generate better results.

  • Cookie
    mixpanel
  • Duration
    session
  • Description

    We use Mixpanel to provide intrapage analytics on specific click events and page elements

Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.

No cookies to display.

Advertisement cookies are used to provide visitors with customized advertisements based on the pages you visited previously and to analyze the effectiveness of the ad campaigns.

No cookies to display.

Consulting
How We Help

Consulting

Collaborate with our financial health experts to develop strategies that serve your customers, employees, and communities both profitably and responsibly.

 

Request a Consultation

Request a Consultation

Start building financial health strategies that make sense for your business and your people with consultative support from the Financial Health Network.



Delivering Financial Health Strategies That Work

  • Data demonstrates that building financial health into business strategies can bring measurable benefits, like customer loyalty and employee productivity.
  • As the leading voice of the financial health movement, we bring a proven track record of success in helping businesses optimize their financial health strategies. 
  • Our customized engagements, extensive network, and deep strategic capabilities help our clients establish and execute on solutions tailored to their needs and goals.

Consulting Capabilities

Design an Integrated Strategy
We’ll help you understand where you are on the financial health journey and where to go next, so you can develop a strategy to take financial health from a philanthropic exercise to a core business driver.

Assess the Market Landscape
Leveraging our network of industry, nonprofit, and policy thought leaders, we identify important trends and innovations and connect you with partners who can accelerate your objectives.

Measure and Evaluate Needs
As the pioneer of financial health measurement, the Financial Health Network’s experts can help you set goals and develop mechanisms to track your customers’ success and its impact on your business.

Uncover Customer Insights
Through surveys, workshops, and custom research, you’ll gain a deeper understanding of your customers’ financial lives and how you can improve their financial well-being.

Develop and Test Solutions
We leverage our deep consumer and industry expertise to evaluate and test your product offerings, helping you design high-quality products and programs that differentiate you in the marketplace.

Testimonial
“The Financial Health Network was a valuable partner in product development. We used their insights as a core component of leading with the client in mind by understanding customer needs, competitor offerings, product economics, and potential customer outcomes. This led to the design of a compelling, client-centric product and an actionable targeting and messaging strategy.”

Jason Rudman
EVP of Consumer Payments and Digital Banking, KeyBank

Our Clients

Request a Consultation

Start building financial health strategies that make sense for your business and your people with consultative support from the Financial Health Network.



More to Explore

See How We Help
See How We Help

Innovation is at the heart of all we do at the Financial Health Network. See the full list of our programs, thought-leadership, and services here.

How We Help

Join Our Events
Join Our Events

We partner with leading firms and institutions all year around to provide thoughtful engagements and events. Register to one of our upcoming events, today.

Join Our Events

Dive Into Research
Dive Into Research

We offer in-depth analysis and consumer perspectives you won’t find elsewhere. See our latest research to help inform and guide your organization in building its financial health strategy.

Dive Into Research

Become a Member
Become a Member

Our members are engaged in a joint effort to improve customers’ financial health through innovation. Join over 160 like-minded organizations committed to creating the future of financial health.

Become a Member

Stay Connected

Get the latest finhealth insights and stories in your inbox.