Best Practices in Financial Health Measurement
During this Financial Health Network webinar, a group of innovative financial service providers shares about best practices in financial health measurement.
Measuring the financial health of your customers, employees, and communities is a critical step in driving success for both your business and those you serve. The Financial Health Network has the innovative tools and research to help you get started.
During this Financial Health Network webinar, a group of innovative financial service providers shares about best practices in financial health measurement.
In 2018, 34 Financial Health Leaders measured the financial health of over 10 million consumers. This report shares case studies and best practices for using transactional data to measure financial health and for sharing consumer-facing financial health scores to empower customers and drive engagement.
Narrow metrics, like credit scores, don’t offer a full picture of a person’s finances. At the Financial Health Network, we’ve developed a holistic framework to assess an individual’s overall financial health and resilience.
Define Individual FinHealth Scores
OurFinHealth Score® Toolkitprovides a snapshot of your customers’ or employee’s financial health, with a simple-to-use survey that assigns a score on an intuitive 100-point scale.
Assess Financial Health in Minutes
有远见的组织,要优化for financial health, our Attune insights platform can help measure the financial health of customers and employees faster.
Leverage Your Own Data
Learn how to complement survey tools, like the FinHealth Score Toolkit, with your ownadministrative datato gain the most complete of customer and employee financial health.
Compare Against Benchmarks
Our proprietaryFinancial Health Pulse datasetprovides deep insights into the financial health of Americans, allowing you to compare your own efforts against national levels or demographic groups.
Michael Cyr
VP Consumer Products
The FinHealth Score provides you with an easy-to-use framework to help you measure the financial health of your customers and employees.
Easily incorporate financial health insights into your business intelligence, helping you innovate and address customer needs faster with Attune.
Using ongoing surveys and transactional data, we explore consumer trends to understand how the financial health of U.S. households is changing over time.
Innovation is at the heart of all we do at the Financial Health Network. See the full list of our programs, thought-leadership, and services here.
我们与主要合作公司和机构year around to provide thoughtful engagements and events. Register to one of our upcoming events, today.
We offer in-depth analysis and consumer perspectives you won’t find elsewhere. See our latest research to help inform and guide your organization in building its financial health strategy.
Our members are engaged in a joint effort to improve customers’ financial health through innovation. Join over 160 like-minded organizations committed to creating the future of financial health.