Competing on Financial Health

In order to thrive, banks, credit unions, and other financial service providers must serve consumers in a way that creates long-term, loyal customers. Adopting a financial health strategy will allow your company to do just that by investing in your customers’ financial well being, while creating responsible and sustainable profits over time.

Your Organization’s Financial Health Journey

CFSI has outlined seven stages that can guide your company’s financial health journey. Starting at Orient, the iterative cycle will help you along your path to improve consumer financial health.


Download the Introductory Guide

Stay tuned for additional tools and resources to help your company progress along its Financial Health Journey: Coming Soon!

Financial Health Journey