FinHealth Standards Spending Assessment

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FinHealth Standards

The first framework to help your business build better financial health solutions.

FinHealth Standards

The Time for Industry Standards Is Now

People across America are struggling financially – and customers, workers, and regulators increasingly expect businesses to help close the gap. FinHealth Standards offer a path to meaningful change. By embedding financial health into product design and delivery, the Standards are shifting industry practice and helping institutions turn commitment into impact.

Industry
Toolkits

Clear standards, practical guidance, and real-world examples to help institutions design products that measurably improve financial health.

Industry
Assessments

Insights into how different types of financial institutions are aligning with the standards – highlighting gaps, elevating strong practices, and encouraging leadership across the field.

Toolkits

Assessments

5 Ways the FinHealth Standards Drive Results

1. Build Win-Win Relationships
Investing in customers’ and workers’ well-being can help businesses earn their trust and lasting loyalty.

2. Innovate With Confidence
The Standards draw on decades of learnings with financial service partners to drive effective financial health products, programs, and policies.

3. Distinguish Yourself
The Standards offer institutions an opportunity to build their reputations as financial health leaders while deepening their impact.

4. Commit to Excellence
Providers can leverage the Standards as a competitive differentiator to implement best-in-class solutions and measure changes with confidence.

5. Inspire Collective Action
By adopting FinHealth Standards, organizations can rally others to make real progress toward a financially healthier America.

Our Roadmap for The FinHealth Standards

Spend
checking accounts, credit cards, and more

Save
investment accounts, and more

Borrow
credits cards, small dollar credit, auto loans, and more

Plan
insurance, retirement products, and more

Workplace
living wage, core benefits, emerging benefits

FinHealth Standards are an ambitious, multiyear initiative that will include solutions that touch all aspects of people’s financial lives: spending, saving, borrowing, and planning. This work is made possible by the generous support of our partners. Interested in sponsoring a future pillar?

Explore Partnership

Built on More Than 2 Decades of Expertise

The FinHealth Standards are the result of more than 20 years of deep collaboration with our industry partners and proven success in launching solutions that improve consumers’ financial lives. We drew from:

Behavioral Research and Design Principles Best Practices Developed in Partnership With J.D. Power Peer Benchmarking and Complementary Standards
Collaboration With Our Member Network Guidance From a Dedicated Advisory Committee
Consulting

Put the FinHealth Standards To Work

Partner with our experts to identify your best opportunities for innovation, implement the Standards, and measure outcomes over time.

Work With Us