Member-Exclusive Webinar: Financial Health and COVID-19: New Insights from the U.S. Financial Health Pulse
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.
A Broken Criminal Justice System Impacts Financial Health, Too
By Josh Sledge, Senior Director and Arjun Kaushal, Associate, Financial Health Network The tragic murder of George Floyd at the hands of police has once again brought the inequities of the criminal justice system into focus. The violence captured on film has rightfully drawn a passionate response, as protestors demand justice for Floyd and an…
Webinar: Fintech for the 50+: How to Design for Low-to Moderate-Income Older Adults
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.
Bearing the Brunt of COVID-19: Fears and Challenges of Financially Vulnerable Americans
By Thea Garon, Senior Director and Andrew Dunn, Manager, Financial Health Network The COVID-19 pandemic and its economic fallout are likely to have the largest impact on those who are already struggling financially. Survey data from the University of Southern California and the U.S. Financial Health Pulse show that Financially Vulnerable Americans believe they are…
#FinHealthMatters In the Workplace
There is also an opportunity to advance large employers’ understanding of the financial health challenges of workers, so they can better assess and implement financial health interventions in the workplace.
Financial Health Leaders Social Kit
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.
Testimonial: CFPB Consumer Access to Financial Records Symposium
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.
Member-Exclusive Webinar: The Intersection of Consumer Transactional + Survey Data
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.
Introducing Connect2Capital: A New Community of Mission-Driven Small Business Lenders
Provided by CRF USA, this research introduces the Connect2Capital community, designed to level the playing field for small business owners seeking capital from a responsible lender.
Inside the Wallets of Working Americans: The 2nd Annual Salary Finance Report on Employee Financial Stress
Provided by Salary Finance, this research delves into the impact that financial stress has on American workers and how that stress affects their daily productivity in the workplace.
Hawaii Financial Health Pulse: 2019 Survey Results
The majority of Americans are struggling financially – and the everyday economic reality is similar for those who live and work in Hawaii. The Hawaii Financial Health Pulse offers an in-depth view of their financial struggles and coping strategies, along with potential solutions to improve financial health across Hawaii and the rest of the country.
Consumers Are Not Financially Prepared for Natural Disasters – Here’s How to Help
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.
2019 Financially Underserved Market Size Study
Discover opportunities to develop innovative, high-quality solutions to improve financial health for financially underserved consumers in the United States.
Building Your Business Case for Financial Health: Providing Guidance and Support to Increase Customer Well-Being
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.
Cross-Sector Solutions: A Guide to Nonprofit-Fintech Partnerships
Learn best practices and real-life success stories from the Financial Health Network’s Nonprofit-Fintech Exchange, a marketplace for exploring collaboration and sharing insights on building high-impact partnerships.
Webinar: A Roadmap for Partnerships and Profitability
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.
A Guide to Measuring Small Business Financial Health
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.
Financial Health Network Extends Reach to Workplace Sector at EMERGE
Our research shows that employees are struggling financially and are looking to their employers for solutions. The EMERGE workshop represented a doubling-down on our commitment to working with employers, payroll and benefits providers, workers’ representatives, thought leaders, and policymakers to solve employees’ financial challenges.
Why Savings Interventions Are Important
As our research into measuring financial health shows, improving savings can unlock meaningful opportunities for people to improve their lives.
Scaling Innovative Solutions to Improve Financial Health: The Financial Solutions Lab
Despite a strong economy and low unemployment, the U.S. Financial Health Pulse shows more than half of Americans are struggling to pay their bills, save and remain financially stable. The problem is most acute for low-income individuals. Five years ago, the Financial Health Network launched the Financial Solutions Lab (FinLab) in partnership with JPMorgan Chase…
Case Study: Developing a Survey to Track Financial Health for Global Customers
Financial Health Network Consulting Services worked with Discover to explore options for creating a comprehensive employee financial health platform.
2019 Policy Podcast: Episode 1
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.
Webinar: What Your Customers Actually Want: Customer Satisfaction and Financial Health
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.
Driving College Success
Higher education can provide remarkable access and opportunity to Americans, but financial challenges often prevent students from reaching their full academic potential. Read about how educational institutions can help more students achieve academic success and financial health.
Webinar: Understanding Your Financially Coping and Vulnerable Customers
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.
Redesigning the Financial Roadmap for the LMI 50+ Segment
Using data from the U.S. Financial Health Pulse, the Financial Health Network identifies five challenges for the LMI 50+ and opportunities for providers to support this fast-growing segment.
Webinar: What Customers Actually Want: Customer Satisfaction and Financial Health
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.
Webinar: Key Findings from the Pulse & What They Mean for Your Business
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.
Webinar: Solving the Cash Crunch: Helping Small Businesses Access Check Funds Faster
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.
Understanding Your Financially Coping and Vulnerable Customers
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.
Why Join the Financial Health Network’s Financial Health Leaders Program
Case Study: Designing an Employee Financial Health Management Platform
The Financial Health Network Consulting Services worked with Discover to explore options for creating a comprehensive employee financial health platform.
Comment Letter: Reforming the Community Reinvestment Act Regulatory Framework
The Center for Financial Services Innovation submitted these comments to the Office of the Comptroller of the Currency in response to the Advance Notice of Proposed Rulemaking.
Measuring Financial Health Part 2: 6 Tips for Measuring Your Customers’ Financial Health
Here are six tips discussed in our recent webinar featuring innovative companies who have been using our FinHealth Score Toolkit to measure their customers' financial health.
2018 Financial Health Leaders Spotlight: Finicity
Listen in as we hear Finicity share what it’s learning after embedding the CFSI Financial Health Score® into four of its current products.
Auto Insurance Spotlight
This brief takes a closer look at the auto insurance coverage, acquisition channels, knowledge, and claims experience of American consumers, with a particular focus on LMI consumers.
Case Study: Cultivating a Data-Driven Marketing Approach to Small Business Lending
The Financial Health Network Consulting Services worked with CRF to define, size, and categorize the underserved small business market, and provided insights for targeting them.
Preparing for Tomorrow by Fixing Today
In this report, the Financial Health Network looks at long-term savings and beyond to understand how day-to-day financial challenges of LMI pre-retirees and retirees are getting in the way of their long-term financial health.
2018 Financial Health Leaders Spotlight: FinFit
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.
Member Summit 2018 Speakers
Member Summit 2018 was October 4-5, 2018 in Chicago, IL.
Case Study: Meeting the Needs of Underserved Consumers: Designing a Financial Package
The Financial Health Network Consulting Services worked with Prepare + Prosper to take their FAIR (Financial Access in Reach) initiative from a concept to an effective pilot.
2018 Financial Health Leaders Spotlight: Accion
Listen in as Accion shares findings from a multi-year, mixed-methods study evaluating the impact of mission-based small business lending services and what partnerships and next steps it’s planning as a result.
FinHealth Score® Toolkit
Explore the Toolkit now to start measuring and improving your customers’ financial health.
2018 Member Kit
Announce your membership publicly and internally using the Press Kit, learn about member-only research and events.
New Insights to Improving Financial Health
Learn how Coastal is using new insights to improve financial health across all stages of a customer’s financial lifetime.
Leveraging Opportunities to Improve Financial Health
Learn how LendStreet is using new insights into their customers’ financial habits to leverage opportunities for improving financial health.
Measuring Customer Attitudes and Behaviors Through Surveys
Learn how EVERFI is measuring customer attitudes and behaviors through surveys based on the Financial Health Network’s financial health framework and what they plan to do with that data.
Helping Credit Unions Tackle Financial Health
Learn about the creative route The Foundation took to become a Financial Health Leader and how this will help inform the greater credit union ecosystem.
Redefining Student Success: Community Colleges and the Financial Health Journey
Actively supporting student financial health is a mission-critical investment for community colleges. This report provides a roadmap to help community colleges navigate that journey.
2018 Financial Health Leaders Spotlight: Safety Net, LLC
Listen in as we hear how Safety Net, LLC, a startup company fully owned by CUNA Mutual is using the CFSI Financial Health Score™ Toolkit, and the key takeaways the team is starting to learn.