Executive Summary: Eight Ways to Measure Financial Health
The Financial Health Network has developed eight indicators to measure financial health. We believe that these indicators establish a framework for shifting the financial services industry towards a focus on financial health, a focus on improving consumers’ lives.
Dispatch from D.C. — March 2016 — Full Report
Dispatch from D.C. — March 2016 — Executive Summary
5 Things to Remember as the Big Data Debate Heats Up
By Sarah Parker, Director, Financial Health Network Originally published on Financial Health Network’s website on February 2, 2016 The better a financial services provider understands its customers, the better it can serve them. With Big Data, providers can increase customer loyalty and gain market share by better serving its customers. Big Data here is defined…
Executive Summary: Designing for Financial Health: Stories and profiles from the Financial Capability Innovation Funds
We can educate consumers and provide access to financial products and services. But how do we help consumers use their knowledge and tools to improve their financial behavior and become financially healthy?
Competing on Financial Health: How Credit Unions can Win the Gen Y Market
Despite strong member satisfaction and negative consumer sentiment towards banks, credit unions’ market share of key profit drivers like mortgages and credit cards is in the single digits.
“PayGoal” by Neighborhood Trust Financial Partners
Can a workplace financial counseling program leverage mobile tools to boost the financial health of low-and-moderate income employees?
8 Approaches to Unlocking Customer Opportunities
Discover eight learnings that the Center for Financial Services Innovation (CFSI) has gathered while helping more than 100 financial institutions engage more meaningfully with their customers.
Case Study: Learning Consumers’ Struggles By Walking in Their Shoes with USAID and U.S. Treasury Department
USAID and the U.S. Treasury Department hosted a FinX, an in-the-field opportunity that puts participants in consumers’ shoes and has them tackle the challenges they face head-on.
“MyBudgetCoach” by Solutions for Progress
MyBudgetCoach (MyBC), operated and distributed by Solutions for Progress (SfP), is an online platform designed to complement and enhance existing financial coaching programs.
The Financial Strains on Small-Dollar Credit Users
Taking a deeper look at data collected for our Consumer Financial Health Study released in March 2015, this Network-exclusive report highlights the financial behaviors, challenges, product usage patterns and demographics of small-dollar credit users.