Member Exclusive

Video  

Member-Exclusive 2021 Pulse Trends Webinar: Deep-Dive With the Report Authors

Members, if you’ve explored our key annual report on financial health in America – the Financial Health Pulse™ 2021 U.S. Trends Report – you know that this year’s findings are incredibly thought-provoking. You may have been surprised to learn how financial health changed along race and ethnicity, gender, and income lines, and you may be wondering what the overall findings mean for your business – join this webinar to find out.

Session  

Take the Next Step: Deepening Your FinHealth Strategy

To improve financial outcomes for your customers and employees, you need a framework for evaluating where your organization is in its finhealth journey. In this keynote, Financial Health Network President and CEO Jennifer Tescher will provide insights into financial health strategy benchmarks using our Financial Health Maturity Assessment Program (FinHealth MAP) framework. Discover how taking actions within each of the four pillars – Vision, Infrastructure, Performance, and Solutions – will prepare you to make an even greater impact on the financial health of those you serve. Explore the FinHealth MAP to learn more about the framework.

Video  

Introducing the Employer FinHealth Toolkit

Learn more about the Employer FinHealth Toolkit and how the Financial Health Network can help your company design and implement a best-in-class employee financial health strategy. September 9, 2021 | 1:00 PM - 1:30 PM CT

Member Snapshot 2021: Assessing the Financial Health Maturity of Financial Institutions

Many financial services organizations in the United States are taking action to improve their customers’ and employees’ financial health. Through the Financial Health Maturity Assessment Program, this report assesses the survey responses of 43 Financial Health Network Members to identify key opportunities for financial institutions to advance their financial health strategies. Learn about the actions these Members are taking within each pillar and phase of the FinHealth MAP, and gain insights into the areas they still need to prioritize.

Webinar  

Insurtech Trends – Insights from Sigo and Everyday Life

During this small group meeting, Financial Health Network insurance market lead Sarah Parker will share the latest trends in the insurtech market, followed by a discussion with the founders of two exciting insurtech companies that the Financial Solutions Lab has recently invested in as part of the 2021 Accelerator program.

Video  

Empowering More Women to Build Savings

March is Women’s History Month, and March 8 is International Women’s Day. In celebration of women’s achievements and to take strides toward equity, we are devoting this Short-Term Savings Small Group meeting to exploring gender gaps in financial health, with a focus on promoting emergency savings.