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Consulting
How We Help

Consulting

Collaborate with our financial health experts to develop strategies that serve your customers, employees, and communities both profitably and responsibly.

Delivering Financial Health Strategies That Work

  • Data demonstrates that building financial health into business strategies can bring measurable benefits, like customer loyalty and employee productivity.
  • As the leading voice of the financial health movement, we bring a proven track record of success in helping businesses optimize their financial health strategies. 
  • Our customized engagements, extensive network, and deep strategic capabilities help our clients establish and execute on solutions tailored to their needs and goals.

Consulting Capabilities

Design an Integrated Strategy
We’ll help you understand where you are on the financial health journey and where to go next, so you can develop a strategy to take financial health from a philanthropic exercise to a core business driver.

Assess the Market Landscape
Leveraging our network of industry, nonprofit, and policy thought leaders, we identify important trends and innovations and connect you with partners who can accelerate your objectives.

Measure and Evaluate Needs
As the pioneer of financial health measurement, the Financial Health Network’s experts can help you set goals and develop mechanisms to track your customers’ success and its impact on your business.

Uncover Customer Insights
Through surveys, workshops, and custom research, you’ll gain a deeper understanding of your customers’ financial lives and how you can improve their financial well-being.

Develop and Test Solutions
We leverage our deep consumer and industry expertise to evaluate and test your product offerings, helping you design high-quality products and programs that differentiate you in the marketplace.

Testimonial
“The Financial Health Network was a valuable partner in product development. We used their insights as a core component of leading with the client in mind by understanding customer needs, competitor offerings, product economics, and potential customer outcomes. This led to the design of a compelling, client-centric product and an actionable targeting and messaging strategy.”

Jason Rudman
EVP of Consumer Payments and Digital Banking, KeyBank

Our Clients

Request a Consultation

Start building financial health strategies that make sense for your business and your people with consultative support from the Financial Health Network.



More to Explore

See How We Help

Innovation is at the heart of all we do at the Financial Health Network. See the full list of our programs, thought-leadership, and services here.

How We Help

Join Our Events

We partner with leading firms and institutions all year around to provide thoughtful engagements and events. Register to one of our upcoming events, today.

Join Our Events

Dive Into Research

We offer in-depth analysis and consumer perspectives you won’t find elsewhere. See our latest research to help inform and guide your organization in building its financial health strategy.

Dive Into Research

Become a Member

Our members are engaged in a joint effort to improve customers’ financial health through innovation. Join over 160 like-minded organizations committed to creating the future of financial health.

Become a Member