Measurement

Member Exclusive

Member Snapshot 2021: Assessing the Financial Health Maturity of Financial Institutions

Many financial services organizations in the United States are taking action to improve their customers’ and employees’ financial health. Through the Financial Health Maturity Assessment Program, this report assesses the survey responses of 43 Financial Health Network Members to identify key opportunities for financial institutions to advance their financial health strategies. Learn about the actions these Members are taking within each pillar and phase of the FinHealth MAP, and gain insights into the areas they still need to prioritize.

EMERGE
EMERGE Insights 2021
Nov 03
11:00am - 1:00pm CT

EMERGE Insights 2021

EMERGE Insights is back on Wednesday, November 3. Join this free virtual event to find out about the global economy in the pandemic and what our current state of the world is telling us about where the future is headed.

Measuring the financial health of Americans

Despite the vast data collected by our government, we lack an accepted method of assessing financial health. Learn why we must measure not only each household’s annual income but also its annual spending, saving, borrowing, and planning habits to identify communities whose financial health is poor, deteriorating, or failing to keep pace with overall improvements.

EMERGE
Performance

Performance

In this session, hear perspectives from other companies already measuring financial health – the tools they use, and the ways they turn the data into action and impact.

Financial Health Pulse
 New Pulse Data Shows Stimulus Payments Jump Started Spending But Funds Slowest to Reach Low-Income Individuals

New Pulse Data Shows Stimulus Payments Jump Started Spending But Funds Slowest to Reach Low-Income Individuals

Chicago, IL, May 20, 2021 (GLOBE NEWSWIRE) — The Financial Health Network, the nation’s authority on financial health, with support from the Citi Foundation, today released its first Financial Health Pulse Points brief featuring transactional data that highlights the effects of the two federal stimulus payments and tax refunds issued in early 2021 on account […]