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.