Financial Health Indicators

CFSI’s eight indicators equips banks, credit unions, technology firms, and nonprofits with the tools to better understand the state of their customers’ financial health and their role in improving it.

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Millions of Americans are stressed about their finances. CFSI has a plan to change that. With visionary leaders, we are asking how to orient business around consumer financial health.

It start with measuring your employees’ and your customers’ financial health.

Measure what Matters: Financial Health Strategies for Customers and Employees

These indicators establish a framework for shifting the financial services industry towards a focus on financial health, a focus on improving consumers’ lives.


MetLife Foundation is a major sponsor of CFSI's ongoing financial health work.

Financial Health Indicators