Top Takeaways
Customers are more satisfied, more loyal, and more likely to use additional products and services when they believe their PFIs care about their financial health.
Black and Latinx customers, women, young adults, and low-income customers are more likely to list caring about customer well-being as a top reason for banking with their PFIs.
Customers care most about financial decision-making resources and high-quality products to improve their financial health.
Data Spotlight
Our Supporters
This report uses previously unpublished data from the 2019 U.S. Financial Health Pulse, a groundbreaking research initiative designed to shed light on the financial lives of people in America. Using a combination of consumer surveys and transactional data, the Pulse provides a regularly refreshed snapshot of the country’s financial health.
Global Insights, Customized Solutions
The Financial Health Network’s consulting practice draws on industry-leading expertise, customer insights, and measurement strategies to build consumer financial health into your business strategy.