Consulting
Consumer financial health benefits everyone, which is why more businesses are making it an integral part of their strategy. The Financial Health Network can help you uncover valuable insights to serve your customers, employees, and communities both profitably and responsibly.
A Measurable Advantage
Industry-Leading Expertise: We are the premier authority on consumer financial health, with a proven track record of success with some of the nation’s most prominent and well-respected for-profit and nonprofit organizations.
Customized Engagement: There is no single template for financial health solutions. That’s why we use targeted engagement to help organizations design customized solutions that fit the specific needs of their businesses, stakeholders, and goals.
Connected Market Opportunities: Through our Member base of leading organizations actively furthering financial health, we facilitate partnerships and collaborations that can help to launch new products and benefit your business.
Our Expertise
We draw on our customer insights, extensive research, and measurement strategies to craft tailored solutions that help make your vision a reality.
Financial Health Strategy
We’ll help you understand where you are on the financial health journey and where to go next, so you can develop a strategy to take financial health from a philanthropic exercise to a core business driver.
Customer Insights & Research
Through surveys, workshops, and custom research, you’ll gain a deeper understanding of your customers’ financial lives and how you can improve their financial well-being.
Competitive Market & Landscape Analysis
Leveraging our network of industry heavyweights, startups, regulators, and thought leaders, we identify important trends and innovations, and connect you with partners who can accelerate your objectives.
Product Assessment & Development
We leverage our deep consumer and industry expertise to evaluate and test your product offerings, helping you design high-quality products and programs that differentiate you in the marketplace.
Measurement, Benchmarking & Evaluation Tools
As the pioneer of financial health measurement, the Financial Health Network’s experts can help you set goals and develop mechanisms to track your customers’ success and its impact on your business.
Go Further with Behavioral Insights
Understanding what makes your customers tick is the first step in helping them achieve their financial goals. The Financial Health Network’s behavioral insights practice offers a unique window into consumer decision-making, enabling businesses to translate rigorous research into real-world solutions that improve financial health.
