2018 Financial Health Leaders

CFSI’s Financial Health Leaders program recognizes members that are at the forefront of financial health measurement. Leaders are CFSI Financial Health Network Members that have committed to measuring the financial health of their customers, employees, and/or clients. Some Leaders are going beyond diagnosing financial health by tracking it over time or building the business case for improving financial health.

Piloting CFSI's small business financial health survey among small business owners

Using transactional data to develop a custom score to measure the finhealth of members

Using survey based and quantitative assessments to measure finhealth of advisor app users

Using CFSI's survey to track changes in the finhealth and behaviors of credit union members

Using survey/transactional data to measure the finhealth of savings program participants

Using CFSI's toolkit to track changes in finhealth of borrowers over time

Applying AI to transactional data to enable their FI clients to measure customer finhealth

Using Spend, Save, and Borrow transactional data points to measure customer finhealth

Combining survey and transactional data to continually monitor user financial health.

Using an assessment to measure finhealth of their clients' employees

Using transactional data to track the finhealth impact of their budgeting tools

Tracking the impact of financial counseling and education using survey/transactional data

Measuring the finhealth of credit and housing counseling clients with CFSI's scoring toolkit

Conducting a pilot to measure employee finhealth and study financial health needs of members

Piloting CFSI's small business financial health survey among small business owners

Combining sentiment and behavioral data to track the financial wellness of KeyBank clients

Combining survey and transactional data to measure the financial health of borrowers

Using the CFSI survey to measure the impact of financial interventions on distressed debtors

Tracking customer finhealth impact by analyzing survey and credit data

Tracking how Moven users Spend, Save and Plan using transactional data

Piloting CFSI's small business financial health survey with small business borrowers

Using survey-based assessment and CFSI's toolkit to track changes in finhealth of users.

Using cashflow data to measure the financial health of credit card customers

Using CFSI's scoring toolkit to measure finhealth of all retail customers

Measuring the finhealth of customers with job loss and disability insurance

Using CFSI's scoring toolkit to measure member finhealth and inform solution design

Tracking the finhealth of existing and potential customers using CFSI's scoring toolkit

Deploying a survey to measure finhealth of small-dollar loan customers

Funding credit unions to measure consumer and business impacts of finhealth initiatives

Tracking the finhealth of employees using both survey and account data

Measuring the finhealth of 8 million of their clients' customers using transactional data

Deploying CFSI's scoring toolkit during counseling sessions with coping/vulnerable members

Piloting CFSI's scoring toolkit and sharing results with credit union members