Financial Services
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Financial Services

Years of research show that prioritizing customers’ financial health needs can drive loyalty and profitability for financial services providers. Explore how to make finance a force for good and advance business goals through our financial health insights, strategies, and solutions. 

The Financial Health Network empowers banks, credit unions, fintechs, and other providers to improve financial outcomes for their customers, fostering lasting satisfaction and trust in the communities they serve. The companies and organizations within our network have had a profound impact in the communities they serve, and the movement continues to grow.

220M+ financial lives supported through 200+ partnerships.

3.9M+ consumers provided financial coaching, clinics, and resources.

Research and Resources

Explore our free library of research, tools, and solutions for financial services providers looking to improve the financial lives of their customers and communities.

Session  
Jun 05

How Advances in Technology Can Lead to Financial Health for All

Celia Edwards Karam, President of Retail Bank at Capital One, shares how the intersection of financial health and AI shows up in banking and payments, what she's learned about developing a strategy for true financial health impact, and how corporations can rethink their approach to AI and financial health to succeed in a changing marketplace.

Session  
Jun 07

Rewiring Our System for Financial Health

EMERGE Financial Health is the beginning of a new era in financial health. Join us for a provocative closing discussion about the actionable ways leaders can work across sectors to rewire our system to help everyone thrive financially.

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Take Action to Advance Financial Health

Learn

Gain a deeper understanding of the evolving financial health needs of American households, with free access to research and insights based on transactional data, surveys, and other proprietary metrics.

See the Latest

Innovate

Discover, develop, test, and scale new solutions for supporting the financial health of people and families in our Financial Solutions Lab. Improve patient outcomes, reduce inequities, and cultivate loyalty within your communities.

Explore Innovation

Consult

Collaborate with our researchers, behavioral science experts, and advisors to build data-driven financial health strategies that make sense for your customers, your business, and the communities you serve.

Find Support

Connect

Find upcoming events for change-makers in financial services and fintech seeking solutions for customer financial health challenges. Learn what works with insights from businesses already driving positive impacts.

Get Involved

Financial Services Team

Marisa Walster

Vice President, Financial Services Solutions
Financial Health Network

Heidi Johnson

Senior Director, Behavioral Economics
Financial Health Network

Brenton Peck

Director, Financial Services Solutions
Financial Health Network

Trey Waters

Senior Manager, Financial Services Solutions
Financial Health Network

Hannah Gdalman

Manager, Financial Services Solutions
Financial Health Network
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