It’s a Brave New World: Harnessing the Power of Consumer Data to Improve Financial Health
Data plays an important role in improving consumers’ lives. While there are some risks to sharing data online, with the right safeguards in place, consumer data can provide powerful insights into people’s financial lives that financial service providers can use to develop products, programs, and solutions to improve their customers’ lives.
The U.S. Financial Health Pulse Goes to Washington
By Eric Wilson, Associate, Financial Health Network Despite economic indicators showing exceptional GDP growth and record low unemployment, the 2018 U.S. Financial Health Pulse shows that a vast majority of Americans are struggling with their financial health. In April, the Financial Health Network, along with Pulse funders and partners, took the findings of this benchmarking…
#FinHealthMatters Day should be every day, for everyone
In recognition of #FinHealthMatters Day, we reflect on our efforts to advance the cause of financial health which include research and building partnerships with leading organizations and our network of Members.
Webinar: What Your Customers Actually Want: Customer Satisfaction and Financial Health
The last in a three-part series, this conversation explored the connections between financial health and metrics that define what it means to be competitive in the financial services ecosystem.
New Data, New Insights: Releasing the 2018 Pulse Data Set
The data set contains responses from more than 5,000 individuals to 100+ questions about how people are spending, saving, borrowing, and planning.
Webinar: Understanding Your Financially Coping and Vulnerable Customers
During this member-exclusive webinar, authors of the U.S. Financial Health Pulse 2018 Baseline Survey explored findings from this groundbreaking research initiative. The second in a three-part series, this conversation shared a deep dive on never-before-released Pulse data representing individuals who are financially Coping or Vulnerable.
U.S. Financial Health Pulse 2018 Baseline Survey Data Set and Questionnaire Conditions of Use
Discover specific information about the data set and survey instrument featured within the Financial Health Network's Financial Health Pulse® published in 2018.
Challenges Threaten the Financial Health of Low- to Moderate-Income 50+ and Require Innovative Solutions
By Andrew Dunn, Senior Associate, Financial Health Network For years, financial planners described the financial lives of individuals over 50 as following a predictable life cycle. The “traditional” path typically included diligently saving in an employer-provided retirement account, paying off a mortgage, then fully retiring while reducing expenses in order to live comfortably. However, this…
Webinar: Key Findings from the Pulse & What They Mean for Your Business
During this member-exclusive webinar, authors of the U.S. Financial Health Pulse 2018 Baseline Survey explored findings from this groundbreaking research initiative. The first in a three-part series, this conversation explored into new cuts of the data and shared findings and trends on how Americans are saving and borrowing.
The U.S. Financial Health Pulse: Establishing a Baseline and Looking Ahead
In November, we released the inaugural 2018 Baseline Report which established a baseline to track changes in financial health over time. In 2019, we plan to build upon the foundation we laid this year.
Three Revenue Models Support Financial Security For Consumers
In this article from the Financial Brand, writer Jim Marous draws on insights from the U.S. Financial Health Pulse and a study from the Omidyar Network and Oliver Wyman to describe three sustainable revenue models fintech companies can adopt for to serve the underserved.
Most Americans Aren’t Financially Healthy Despite Booming Economy, Survey Finds
James Rufus Koren, of the Los Angeles Times, covers the Financial Health Pulse, and talks about the Pulse in context of the Federal Reserve’s annual survey, with comments from researcher Stephen Miller and economist Chris Thornberg. “The economy is growing, unemployment is low and, lately, workers are starting to see some wage gains. But a […]