U.S. Financial Health Pulse Press Release

CFSI Launches Groundbreaking Survey, U.S. Financial Health Pulse

By Thea Garon

In partnership with the Center for Financial Services Innovation, Omidyar Network, MetLife Foundation, and AARP are investing in an annual benchmarking survey and financial data analysis that will provide recurring insights into the changing nature of Americans’ financial health. The U.S. Financial Health Pulse is a rigorous, regularly refreshed snapshot of the financial health of all U.S. adults, including underserved consumers, that will utilize advances in data as well as surveys and customer-level transactional data to provide a unique view into Americans’ financial habits.

The Financial Health Pulse has been designed to build upon previous studies that measured access to financial services by bringing together all strands of a person’s financial life — income, spending, savings, debt, retirement and credit scores — to build a holistic assessment of the state of Americans’ financial health. Insights from the U.S. Financial Health Pulse are expected to be released in late 2018.

“CFSI first explored the concept of financial health using a landmark research project that found a majority of American households were financially unhealthy.  The U.S. Financial Health Pulse is the next phase in a critical effort to advance financial health in America.”

– Jennifer Tescher, Founder and CEO of CFSI

The U.S. Financial Health Financial Health Pulse is made possible through a founding partnership with the Omidyar Network. Additional support is provided by MetLife Foundation, founding sponsor of CFSI’s financial health work, and AARP.