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Measurement

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 Beyond Measurement: Insights from the 2019 Financial Health Leaders Program

Beyond Measurement: Insights from the 2019 Financial Health Leaders Program

By measuring financial health, businesses can better understand how customers save, spend, borrow, and plan and develop solutions to meet those needs. This report recognizes how our 2019 Financial Health Leaders used measurement to advance their companies’ strategic priorities, providing insights for organizations as they invest in the financial health of their customers, employees, and communities.

The Case for a Place-Based Approach to Financial Health

By Necati Celik Associate, Financial Health Network Place is security, space is freedom: we are attached to the one and long for the other.  Yi Fu Tuan, 2001: 3 There’s no place like home. Due to the pandemic, home has now become both the workplace and the playground for many of us. But what is…

Fintech Over 50: Designing for Low- to Moderate-Income Older Adults

Despite their widespread use of technology, many adults 50 and older find it challenging to handle day-to-day financial needs online. However, shifting financial management systems online has become critical for older generations that face the greatest health risks from COVID-19. Through qualitative, human-centered research, the Financial Health Network uncovered barriers that inhibit older adults’ adoption of fintech, such as negative stereotypes about their tech savviness and concerns about losing granular control over their finances. This report offers recommendations for fintech customer experience design that financial services innovators can use to overcome these barriers and join older adults as partners on their journey toward financial health.

Financial Health Pulse

Neighborhoods Matter: The Power of Place in Shaping Financial Health

The places where people live, work, play, and worship are tightly tied to their ability to be resilient during unexpected challenges and to seize opportunities over time. This brief highlights the role of place in financial health, as well as the opportunity for place-based solutions to improve the financial lives of residents and communities.

Financial Health Pulse

Hawaii Financial Health Pulse: 2019 Survey Results

The majority of Americans are struggling financially – and the everyday economic reality is similar for those who live and work in Hawaii. The Hawaii Financial Health Pulse offers an in-depth view of their financial struggles and coping strategies, along with potential solutions to improve financial health across Hawaii and the rest of the country.