Leading the nation to financial health

CFSI is the authority on consumer financial health, leading a network of committed financial services innovators to build better consumer products and practices.

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What is financial health?

We believe that the foundations of financial health are built when people have day-to-day financial systems that build long-term resilience and opportunity

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CFSI Origin: Creating Change in Financial Services

Insurtech for Financial Health

Explore three major advances in insurtech that, if implemented properly, could galvanize a movement toward insurtech that promotes financial health.

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Preparing for Tomorrow by Fixing Today

Learn about the day-to-day financial challenges of LMI pre-retirees and retirees and the promising fintech solutions that might help solve some of their challenges.

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Addressing the Financial Health Needs of Small Business Owners

Discover the four financial health needs that are especially relevant for small business owners and learn which innovators are working to support entrepreneurs’ financial health.

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Our Network

The CFSI Financial Health Network is a community of over 100 like-minded financial institutions, service providers, technology innovators, nonprofits, and others who are committed to improving the financial health of Americans through marketplace innovations.

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Consulting Services

CFSI’s consulting services leverage a deep understanding of consumer needs, innovation processes, and high-quality product design. We guide organizations through the entire product development cycle– from enterprise strategy definition to launching solutions and evaluating impact.

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Our Team

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