The Financial Health Network’s Financial Health Leaders program recognizes members that are at the forefront of financial health measurement.

Member Summit 2018 was October 4-5, 2018 in Chicago, IL.

Listen in as UFCU share’s why it has included employees in their measurement strategy and the business case it hopes to make around employee engagement.

The Financial Health Network’s Financial Health Leaders program recognizes members that are at the forefront of financial health measurement. 

Explore our member-exclusive podcasts and interviews with our Financial Health Leaders.

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 Accion shares findings from a multi-year, mixed-methods study evaluating the impact of mission-based small business lending services and what partnerships and next steps it’s planning as a result.

During this Financial Health Network webinar, a group of innovative financial service providers shares about best practices in financial health measurement.

Member Summit 2018 was October 4-5, 2018 in Chicago, IL.

Member Summit 2018 was October 4-5, 2018 in Chicago, IL.

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.

Explore the Toolkit now to start measuring and improving your customers’ financial health.

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.

Announce your membership publicly and internally using the Press Kit, learn about member-only research and events.

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.

Learn how Coastal is using new insights to improve financial health across all stages of a customer’s financial lifetime.

Learn how LendStreet is using new insights into their customers’ financial habits to leverage opportunities for improving financial health.

Learn what a the Financial Health Network Financial Health Assessment taught Patelco about their customers and how they are assessing products and services based on this data.

Learn how EVERFI is measuring customer attitudes and behaviors through surveys based on the Financial Health Network’s financial health framework and what they plan to do with that data.

Learn about the creative route The Foundation took to become a Financial Health Leader and how this will help inform the greater credit union ecosystem.

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.

To create a more detailed understanding of the health of its customers, Credit Human partnered with the Financial Health Network to build better measurement tools.

Learn how Neighborhood Trust’s web-based application, WageGoal, integrates with employer payroll systems to help workers manage volatile cash flow.

We are pleased to share our first-ever impact report highlighting the numbers and stories of progress behind our mission to improve the financial health of Americans.

Learn how Envestnet | Yodlee is using data analytics to build tools companies can use to provide consumers with a prescription for improving their financial health.

Learn how Handle Financial is assessing factors related to bill payment and using this data as a guide for product development.

Learn how UFCU is measuring its members’ and employees’ financial health and how it plans to measure the health of the community at large.

The Financial Health Network offers its first quality assessment of the payroll card industry.

Read this introductory guide to discover how to orient your business around financial health so that you can promote positive outcomes for your customers.

The Financial Health Network’s Financial Health Beta Project is an initiative designed to help providers invest in their customers’ financial health. From June to December 2016, participating companies will use the Financial Health Network’s 8 financial health indicators to measure and track their customers’ financial health.

What’s measured is what matters. To support innovative providers that value consumer financial health, the Financial Health Network has identified eight key indicators.

A working paper from the U.S. Financial Diaries on income gains and month-to-month income volatility.

We can educate consumers and provide access to financial products and services. But how do we help consumers use their knowledge and tools to improve their financial behavior and become financially healthy?

Over the last year, more than 100 million American households experienced a financial shock. This year the Financial Solutions Lab’s second $3 million challenge was seeking solutions that could help Americans to weather such shocks.

U.S. Financial Diaries: Savings plays a central role in conversations about American household finance. Surveys suggest that few American households save enough for retirement, nor are Americans adequately prepared for emergencies

The Survey Instrument is the full questionnaire that was fielded for the Consumer Financial Health Study, Understanding and Improving Consumer Financial Health in America.

The Center for Financial Services Innovation (CFSI) has identified additional opportunities to improve consumers' financial health in areas including affordable housing, community college, and healthcare.

Learn how Opportunity Fund's savings program, Start2Save, has evolved to provide improved financial health benefits and economic empowerment to some of America's most vulnerable communities.

Learn how international nonprofit organization Goodwill Industries provided prepaid cards to its employees so that they could avoid fees associated with check-cashing services.

The Compass Guide to Payroll Cards defines industry-wide best practices for the design and delivery of payroll cards.

We at the Financial Health Network have seen instances where potentially high-quality innovations and products never make it to market because of regulatory concerns.

To help the industry take the lead in addressing these challenges and build trust with the public, the Center for Financial Services Innovation, in partnership with a cross-section of industry participants, created the Compass Principles.

Financial health means having day-to-day financial systems in place to manage income and expenses. It means having resiliency against unexpected shocks in the form of accessible financial options to handle ups and downs.

U.S. Financial Diaries Case study: Sandra Young, 52, is an African American woman living in Brooklyn with her grown children: Tyler, 25, and Kayla, 24.

Millions of Americans do not have access to small-dollar credit or only have access to high-cost, low quality small-dollar credit products that too often lead them into a cycle of repeat usage and mounting debt.

Learn about the eight financial projects chosen by the Center for Financial Services Innovation (CFSI) to receive grants through the 2012 Financial Capability Innovation Fund II.

Read case studies and discover recommendations for using prepaid cards to promote financial health by helping consumers spend, save, and manage their money.