C-Suite/President/Founder/Chairman

Member Exclusive

Member Summit 2020: Insurance Small Group

Learn key ways to promote customer resilience in the wake of COVID-19, with input from insurance providers and other Member companies that are integrating financial health into all areas of their business.

Member Exclusive

2020 Branch Report

Provided by Branch, this research reveals how the coronavirus pandemic has affected the priorities and concerns for workers in sectors such as food service, retail, and healthcare.

Financial Health Can Be So… Retro

Some of the most popular financial health tools introduced by fintechs actually replicate and automate habits and “life hacks” that many households used successfully before the era of electronic banking and payments. These digital “retronovations” bode well for banks and credit unions seeking to offer services that help their customers while also bringing subscription revenues that lessen institutions’ dependence on penalty fees.

Financial Health Pulse
 U.S. Financial Health Pulse 2019 Trends Report

U.S. Financial Health Pulse 2019 Trends Report

How is the financial health of Americans changing over time? In a year-over-year analysis, the second annual U.S. Financial Health Pulse report reveals that the majority of Americans are still unprepared for financial shocks.

Member Exclusive

2019 Financial Health Leaders Spotlight Podcast: MMI

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.