
What We Do / Research
Consumer Financial Health Research

Jennifer Tescher: Designing Best Treatments of #FinHealth
We asked over 700 attendees of the 2015 EMERGE Forum – people who create financial products for millions of Americans – to rate their own financial health.

View a video of Jennifer Tescher, President & CEO, talking about what financial health is and why it’s important.
To serve all consumers profitably and responsibly, we must understand the realities our customers face and what they want to achieve. CFSI’s Consumer Financial Health Study was designed to understand consumer financial health in America and to increase understanding of the interplay among indicators of financial health, consumers’ use of financial products and services, and consumers’ attitudes and preferences. The insights from the study help providers identify opportunities to improve the design and delivery of their products and services.
Our first extensive report was Understanding and Improving Consumer Financial Health in America, state of financial health in America. In it, we define seven consumer financial health segments based on a combination of behaviors and attitudes, offering an analysis that goes beyond income, age, education, or credit score.
CFSI built upon this foundational body of knowledge, releasing a series of publications with additional findings about the financial health segments and recommendations from the study.
Each year we raise awareness of the need for financial health and celebrate those who have joined along in this journey through #FinHealthMatters Day. Join us on June 27, 2017.
Consumer Financial Health Research
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Hawaii Financial Health Pulse: 2019 Survey Results
The majority of Americans are struggling financially – and the everyday economic reality is similar for those who live and work in Hawaii. The Hawaii Financial Health Pulse offers...
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Insuring the Way to a Financially Resilient America
Discover consumer trends and insurance product design strategies that can help these Americans build financial resilience.
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U.S. Financial Health Pulse: 2018 Baseline Survey Results
In this initial study, the Financial Health Network reveals how we’re faring financially and the trends shaping our financial health.
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