Financial Services

Financial Services

Years of research show that prioritizing customers’ financial health needs can drive loyalty and profitability for financial services providers. Explore how to make finance a force for good and advance business goals through our financial health insights, strategies, and solutions. 

The Financial Health Network empowers banks, credit unions, fintechs, and other providers to improve financial outcomes for their customers, fostering lasting satisfaction and trust in the communities they serve. The companies and organizations within our network have had a profound impact in the communities they serve, and the movement continues to grow.

220M+ financial lives supported through 200+ partnerships.

3.9M+ consumers provided financial coaching, clinics, and resources.

Research and Resources

Explore our free library of research, tools, and solutions for financial services providers looking to improve the financial lives of their customers and communities.

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Take Action to Advance Financial Health


Gain a deeper understanding of the evolving financial health needs of American households, with free access to research and insights based on transactional data, surveys, and other proprietary metrics.

See the Latest


Discover, develop, test, and scale new solutions for supporting the financial health of people and families in our Financial Solutions Lab. Improve patient outcomes, reduce inequities, and cultivate loyalty within your communities.

Explore Innovation


Collaborate with our researchers, behavioral science experts, and advisors to build data-driven financial health strategies that make sense for your customers, your business, and the communities you serve.

Find Support


Find upcoming events for change-makers in financial services and fintech seeking solutions for customer financial health challenges. Learn what works with insights from businesses already driving positive impacts.

Get Involved

Financial Services Team

Marisa Walster

Vice President, Financial Services Solutions
Financial Health Network

Chandni Ohri

Senior Director, Financial Services Solutions
Financial Health Network

Heidi Johnson

Director, Behavioral Economics
Financial Health Network

Brenton Peck

Director, Financial Services Solutions
Financial Health Network

Naishia Jackson

Associate, Financial Services Solutions
Financial Health Network

Kelsey Kruslak

Manager, Product
Financial Health Network

Trey Waters

Senior Manager, Financial Services Solutions
Financial Health Network

Hannah Gdalman

Senior Associate, Financial Services Solutions
Financial Health Network

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