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.
Explore our member-exclusive podcasts and interviews with our Financial Health Leaders.
The Financial Health Leaders program recognizes Members that are at the forefront of financial health measurement. These organizations have committed to measuring the financial health of their customers, employees, and/or clients. Learn more about the program and apply to be a Financial Health Leader.
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.
Listen in as we hear GreenPath Financial Wellness share learnings from a recent strategic shift to expand their focus to financial wellness.
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.
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.
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.
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.
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.