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Executive Team

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 5 Tips for Measuring Financial Health

5 Tips for Measuring Financial Health

In 2017, 22 Financial Health Leaders measured the financial health of their customers, clients, or employees. While methodologies and results varied widely, 5 common themes ran across the entire cohort.

Employee Financial Health

This paper addresses how employers can develop robust employee financial health strategies. By supporting the financial well-being of their workers, employers have the ability to promote staff engagement, improve productivity, and strengthen their brand reputation.

Consumer Data Sharing Principles: A Brief on the Framework for Industry-Wide Collaboration

Over the last two decades, the emergence of new intermediaries that aggregate data from numerous sources has enabled financial services providers of all kinds to provide consumers with a more complete view of their financial lives. – See more at: http://cfsinnovation.org/research/consumer-data-sharing-principles-a-brief-on-the-framework-for-industry-wide-collaboration/#sthash.oYX1cTQi.dpuf