The Financial Health Leaders program recognizes Members that are at the forefront of financial health measurement. Leaders are Members that have committed to measuring the financial health of their customers, employees, and/or clients.
Using FinHealth Score survey and transaction data to measure the financial health of users
Using the FinHealth Score survey to take a financial health benchmark on our employees
Using Financial Health Network survey to measure finhealth and study finhealth needs of employees and members
Using transactional data to assess the financial health of BECU members
Using our survey to improve the financial health and behavior of members and employees
Using CBA’s data and digital experiences to measure and improve the financial wellbeing of all its customers
Using the FinHealth ScoreTM survey to track changes in the finhealth of 220 consumers
Using financial health score to personalize member recommendations for financial progress
Conducting monthly surveys of new customers coupled with their application data and credit reports
Using transactional data to measure financial health of customers
Combining survey and transactional data to track member financial health over time
FinFit uses a proprietary financial health assessment
Using Financial Health Network’s survey to track the financial health of consumers signing up for Mvelopes solutions
Use FinHealth survey to measure financial health of our employees and subset of customers.
Using transactional data to design personalized experiences to improve customer FinHealth
Monitoring credit reports to track borrowers’ journeys back to financial health
Using FinHealth survey to establish a financial health baseline for employees and customers
Using the Financial Heath Score to help our Members achieve a better life
Using FinHealth Score to track the health of clients recovering from natural disasters
Using survey data to measure intervention
Using financial health data to track and inform support for our colleagues and customers
Fund credit union initiatives to measure employee, member & business impact of finhealth
Using Proprietary Financial Health Survey to improve technology-enhanced coaching services
Incentivize customers to save then track savings behaviors and financial health over time
Measuring customers’ financial health to better serve needs and address pain points
Administering the Small Business Financial Health Survey to our loan recipients
Using survey data to measure the financial health of our customers and employees
Payveris is analyzing money movement data (bill pay, A2A & P2P transfers) to identify US financial trends.
Study participants in the U.S. Financial Health Pulse who agree to share their transactional and account data use Plaid’s data connectivity services to authorize their data for analysis.
Measuring finhealth of customers & associates
Measuring improvements in credit scores, overall debt levels, and employee retention rates
Using survey and transactional data to measure the financial health of savings program participants
Using the FinHealth Score to shape our members financial fitness
Using the FinHealth Score to track the financial health of our customers
Using the FinHealth Framework to show business impacts
Computing FinHealth scores for all users coming through the registration funnel
Using FinHealth Score survey to create a baseline of financial health for our employees
Measuring the financial health of a representative sample of the Canadian population using an adapted version of the financial health survey
Measuring finhealth of customers & employees using the FinHealth Score through mobile app
Measuring the financial health of millions using transactional data
VACU will use the FinHealth Score to measure 500-900 members on their financial health
Using the survey with members applying best practices from behavioral economics
Track four FinHealth Discovery groups and survey membership and employees with a new beta program