2018 Financial Health Leaders Spotlight: LendUp
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.
2018 Financial Health Leaders Spotlight: Commonwealth Bank of Australia
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.
2018 Financial Health Leaders Spotlight: Simple
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.
2018 Financial Health Leaders Spotlight: BECU
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.
2018 Financial Health Leaders Spotlight: Moven
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.
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.
2018 Financial Health Leaders Spotlight: GreenPath
Listen in as we hear GreenPath Financial Wellness share learnings from a recent strategic shift to expand their focus to financial wellness.
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.
2018 Financial Health Leaders Spotlight: UFCU
Listen in as UFCU share’s why it has included employees in their measurement strategy and the business case it hopes to make around employee engagement.
2018 Financial Health Leaders Spotlight: Opportunity Fund
Listen in as we hear Opportunity Fund, share findings from a recent impact study and what it hopes to add to that by piloting the Financial Health Network’s Small Business Financial Health Study.
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.
2018 Financial Health Leaders Spotlight: Regions Bank
Listen in as we hear how Michael Cyr, Vice President of Consumer Strategy for Now Banking at Regions Bank, describes Now Banking’s measurement strategy and the next steps it is planning for its customers.
2018 Financial Health Leaders Spotlight: Cinch Financial
Listen in as we hear how Cinch Financial is using qualitative and quantitative approaches to deliver true financial health at scale to all households through both direct and advisor-oriented channels.
2018 Financial Health Leaders Spotlight: Servus Credit Union
Listen in as we hear how Servus Credit Union is working to embed its noble purpose of shaping member financial fitness into all areas of the credit union by using a series of purpose-driven outcomes for both the credit union and its members.
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.