Using transactional data to measure the financial health of business loan clients over time

Using transactional data to measure the financial health of its customers and end users

Using transactional data to assess the financial health of BECU members

Using the Financial Health Network’s survey to track changes in the finhealth and behaviors of credit union members

Using CBA’s data and digital experiences to measure and improve the financial wellbeing of all its customers.

Using survey and transactional data to measure the financial health of savings program participants

Conducting monthly surveys of new customers coupled with their application data and credit reports.

Scoring 5 of 8 of financial health indicators using account/transaction data

Using customer transactional data to assess financial health

Combining survey and transactional data to track member financial health over time

Embedding measurement in interactive learning experiences to understand financial health

Measuring financial health using a proprietary assessment

Using CFSI’s survey to track the financial health of consumers signing up for Mvelopes solutions

Using CFSI’s survey to measure the financial health of millennials based on the eight indicators

Tracking the financial health and behaviors of clients

Looking out for customers by measuring financial health and providing tools, insights and personal guidance

Surveying the financial health of small businesses nationwide

Combining the Financial Health Network’s survey & transactional data to better understand clients’ finhealth needs

Using credit health data to track the financial health and behaviors of over 300,000 customers.

Monitoring credit reports to track borrowers’ journeys back to financial health

Using the Financial Health Network’s survey to track financial health of clients impacted by natural disasters.

Tracking customer’s financial health over time using the Financial Health Network’s survey and prompted app insights

Using transactional and survey data to measure the financial health of consumers

Funding credit unions to measure consumer and business impacts of finhealth initiatives.

Conducting financial health measurement from survey and transactional data when clients are on-boarded

Using the Financial Health Network’s Small Business Financial Health survey with small business borrowers

Using survey and transactional data to assess user financial wellness.

Using transaction data & survey responses to understand the financial health of cardholders who use our financial education curriculum.

Evaluating customers’ use of Petal’s credit card against bank savings

Using the Financial Health Network’s survey and a data model to measure the financial health of all customers

Measuring Safety Net’s customer financial wellness using the FinHealth ScoreTM

Measuring improvements in credit score, overall debt, and employee retention rates

Using a customized scoring tool to measure the financial health of small business and retail members as well as employees

Tracking the financial health of existing and potential customers using the Financial Health Network’s scoring toolkit

Utilizing the Financial Health Network’s survey to track changes to our Steady employees’ financial health

Measuring the financial health of TrueConnect small-dollar loan borrowers and potential borrowers

Using the Financial Health Network’s survey to measure the financial health of our customers and employees

Measuring the financial health of a representative sample of the Canadian population using an adapted version of the financial health survey

Surveying perceived financial health, awareness, and interests of current and potential customers

Planning to use the financial health score along with transactional data to measure the financial health of a key select employer group

Measuring the financial health of 8 million clients’ customers using transactional data

Using the Financial Health Network’s survey to galvanize members & WSECU to take proactive financial health actions

Creating a financial health culture, which includes measuring and comparing the financial health of members and employees to baseline results