How Industry Executives View Financial Health

As the vast majority of Americans struggle financially, improving customer financial health is a top priority for many industry executives – yet far fewer are turning those intentions into action. In a new survey, the Financial Health Network reveals how financial institutions are approaching financial health as they seek to engage customers meaningfully and profitably.

Data Spotlight

Using the Financial Health Network’s Financial Health Journey framework, we find that executives see their institutions as split into roughly thirds across the early, middle, and latter steps of the journey.

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This report is made possible through the financial support of Flourish, a venture of The Omidyar Group. The opinions expressed in this report are those of the Financial Health Network and do not necessarily represent those of our sponsors.