2018 Financial Health Leaders Spotlight: Regions Bank
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.
FinHealth Score® Toolkit
Explore the Toolkit now to start measuring and improving your customers’ financial health.
2018 Financial Health Leaders Spotlight: Cinch Financial
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.
2018 Member Kit
Announce your membership publicly and internally using the Press Kit, learn about member-only research and events.
2018 Financial Health Leaders Spotlight: Servus Credit Union
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.
New Insights to Improving Financial Health
Learn how Coastal is using new insights to improve financial health across all stages of a customer’s financial lifetime.
Leveraging Opportunities to Improve Financial Health
Learn how LendStreet is using new insights into their customers’ financial habits to leverage opportunities for improving financial health.
Assessing Products and Services to Fit the Needs of Their Customers
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.
Measuring Customer Attitudes and Behaviors Through Surveys
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.
Helping Credit Unions Tackle Financial Health
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.
2018 Financial Health Leaders Spotlight: Safety Net, LLC
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.
Finding The Right Measurement Tools
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.