Resources to explore, leverage, connect, and broadcast your Financial Health Network Membership commitment to building better financial lives, together.

Learn how to design insurance products that support financial resilience and foster sustainable relationships with customers using proven behavioral science techniques.

Learn how to design employer-sponsored retirement savings plans that support worker financial health by improving participation, savings behavior, and savings balances.

Learn how to identify and assess fintech solutions that support the financial well-being of your older adult clients.

See how to design tools that help people manage their spending and improve financial health outcomes by applying promising approaches from behavioral science.

Learn how to design credit products that address consumer challenges and improve financial health outcomes by applying proven behavioral science techniques.

How organizations can provide financial education that changes lives This eBook provided by nudge highlights the value of employee financial education.

Use the Press Kit to announce your membership to the Financial Health Network both publicly and internally. Also, take this opportunity to learn about Member-only research and events.

While the vast majority of customers expect their primary financial institutions (PFIs) to help improve their financial health, few believe their PFIs are actually doing it.

Explore the potential to reshape financial health policy in the wake of three transformative events: the COVID-19 pandemic, the resulting economic contraction, and the renewed drive to address systemic racism ignited by the brutal murder of George Floyd.

Hear from Sunrise Banks Chairman and CEO David Reiling as he discusses the Twin Cities-based bank’s efforts to support the urgent needs of its customers during a poignant last few months.

This Member-exclusive webinar examined new data from the 2020 U.S. Financial Health Pulse and highlighted how Members are helping their customers, employees, and communities weather the crisis.

Older generations face the greatest health risks from COVID-19 and are also challenged to conduct financial management without access to in-person financial services like banking.

In this new data from the 2020 U.S. Financial Health Pulse, a nationally representative online survey fielded from April 20 to May 7, learn how vulnerable groups are struggling in the wake of the pandemic.

Hear from Matt Wallaert, author of Start at the End: How to Build Products that Create Change, as he explains how your organization can help promote financial health through behavioral change.

Review social media best practices, and then use these sample tweets, Facebook posts, and LinkedIn posts to spotlight your status as a 2022 Financial Health Leader on various social media channels.

The Financial Health Network submitted this statement in response to the Consumer Financial Protection Bureau’s invitation to serve as a panelist at their Symposium on Consumer Access to Financial Records, Section 1033 of the Dodd-Frank Act.

Discover insights related to the intersection of consumer transactional data and survey data during this first webinar from the U.S. Financial Health Pulse Webinar Series.

Provided by Money Management International, this research reveals that many financial institutions are ill-equipped to support customers who have suffered a catastrophe, such as a natural disaster.

How can financial health help build your business? For financial services providers considering new programs, tools, or products to improve customer financial health, this report offers a framework for evaluating the business case to implement them.

During this webinar, attendees heard from a leading financial technology company about the importance of being a trusted steward of consumers’ data and discussed what good data governance means for consumer financial health

Our Financial Health Leaders program spotlights the Financial Health Network members who are at the forefront of financial health innovation. Listen in as we hear Adam Roseman, CEO of Steady, share how Steady is measuring the financial health of their employees and how that will inform their plans for measuring their members’ financial health in the future.

Millennials and women have unique financial needs. This report sheds light on the needs and preferences of these employees, helping employers develop targeted solutions that can set them apart in a competitive marketplace.

This webinar recording explores the business case of proven strategies providers can use to build financial health and how implementing these interventions may impact a provider’s profitability and business performance.

Our Financial Health Leaders program spotlights the Financial Health Network members who are at the forefront of financial health innovation. Listen in as we hear how Kabbage is using the Financial Health Network's recently released small business survey and the surprising learnings they have had so far.

Our Financial Health Leaders program spotlights the Financial Health Network members who are at the forefront of financial health innovation. Listen in as we hear how MMI is using the FinHealth Score™ to measure the impact of natural disasters on its clients through a new initiative called Project Porchlight.

In this guide, we include nine indicators of small business financial health with two measurement methods (survey data or observed data), as well as corresponding survey questions and suggested data points.

This webinar explored the partnership between Credit Builders Alliance (CBA) and Esusu Financial Inc.

In the first of this quarterly series, the Financial Health Network's VP of Policy and Innovation shares the Financial Health Network's new policy strategy, three key focus areas for 2019 and what topics he sees on the policy horizon in the future.

The last in a three-part series, this conversation explored the connections between financial health and metrics that define what it means to be competitive in the financial services ecosystem.

Listen in as we hear Anu Shultes, newly named CEO of LendUp, share about her personal journey and what changes she’s planning at LendUp in 2019 based on learnings from measuring its customers’ financial health.

During this member-exclusive webinar, authors of the U.S. Financial Health Pulse 2018 Baseline Survey explored findings from this groundbreaking research initiative. The second in a three-part series, this conversation shared a deep dive on never-before-released Pulse data representing individuals who are financially Coping or Vulnerable.

Listen in as we hear Simple share what it discovered after measuring its customers’ financial health and how that’s propelling Simple forward in 2019.

Join the authors of the U.S. Financial Health Pulse 2018 Baseline Survey for the third in a member-exclusive webinar series exploring findings from this groundbreaking research initiative.

During this member-exclusive webinar, authors of the U.S. Financial Health Pulse 2018 Baseline Survey explored findings from this groundbreaking research initiative. The first in a three-part series, this conversation explored into new cuts of the data and shared findings and trends on how Americans are saving and borrowing.

Watch a presentation and discussion about the challenges that checks place on small business cash flow as small organizations wait for personal and business checks to clear.

Listen in as we hear Commonwealth Bank of Australia (CBA) share how it developed two sets of financial wellness scales, what it is learning as a result, and the exciting announcement CBA just released around measurement.

Join the authors of the U.S. Financial Health Pulse 2018 Baseline Survey for the second in a member-exclusive webinar series exploring findings from this groundbreaking research initiative.

Hear about BECU’s journey as a Financial Health Leader from their Director of Community Outreach, Rachel Van Noord.

Hear about GreenPath Financial Wellness’ journey as a Financial health Leader from Director of Strategic Partnerships, Bill Druliner.

Hear about Lending Club’s journey as a Financial Health Leader from Public Policy Director, Louis Caditz-Peck.

Announce your membership publicly and internally using the Press Kit, learn about member-only research and events.

Listen in as we hear BECU discuss their financial health measurement strategy for both customers and employees and what they are learning after building a financial health model.

Listen in as we hear Moven share how it’s measuring the financial health of both their employees and the users of their app and what they are learning along the way.

In this initial study, the Financial Health Network reveals how we’re faring financially and the trends shaping our financial health.

Listen in as we hear Finicity share what it’s learning after embedding the CFSI Financial Health Score® into four of its current products.

Resources and presentations from the 2018 Member Summit, October 4-5, 2018 in Chicago, IL.

Listen in as we hear GreenPath Financial Wellness share learnings from a recent strategic shift to expand their focus to financial wellness.

Listen in as we hear FinFit share how they think about the business case for financial health for employers and the impact they are seeing from the new FinFit IQ trivia game.