Consulting Services

Your business is stronger when your customers reach their financial goals. CFSI can help you uncover valuable insights and drive sustainable results for your business and your customers.

We’d love to work with you.

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Our Consulting Expertise

Customer Needs

Through surveys, workshops and custom research you will gain a deeper understanding of the complexity of your consumers’ financial lives and what they need from their financial providers. Learn more >>

Product Innovation

Using our deep consumer and industry expertise, we take an expansive view to evaluate your product offerings and to design high quality, differentiating products and programs. Learn more >>

Customer Experience

Using creative approaches, such as customer journey mapping and mystery shopping, we identify opportunities to deliver personalized experiences that improve brand perception and customer satisfaction. Learn more >>

Competitive Analysis

Leveraging our network of industry frontrunners, startups, regulators and thought leaders, we identify important trends and innovations, and connect partners whose capabilities can accelerate your objectives. Learn more >>

FinTech Strategy & Partnerships

With a rich legacy of seeding and supporting early-stage innovation, including through our Financial Solutions Lab, we help you identify ‘what works’ for your business and your customers. Learn more >>

Performance Impact

As the pioneer of financial health measurement, CFSI’s experts can help you set goals and develop mechanisms to track your customers’ success, and the impact that has on your business. Learn more >>

The CFSI Advantage

In a world with so much data and financial services expertise, CFSI rises above the rest in consumer insights. Drawing from our unparalleled network of providers, our advice is grounded in experience and tailored to meet your goals.

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What our clients are saying

"CFSI was a valuable partner for our product development efforts tied to our Financial Wellness strategy. We used their insights as a core component of leading with the client in mind by understanding customer needs, competitor offerings, product economics, and potential customer outcomes. This led to the design a compelling, client-centric product and an actionable targeting and messaging strategy. We are excited to be able to bring the product to market."

Jason Rudman EVP of Consumer Payments and Digital Banking, KeyBank

“CFSI shared our passion and vision for better products and distribution channels to meet the underserved consumer segment where they are.”

Anne Leland Clark Financial Capability Director, Prepare + Propser

“BECU pursued a product gap analysis with CFSI to better understand our product and service set through a financial health lens. The results sparked productive conversations about the products that we offer to our members and we’ve incorporated what we’ve learned into our roadmap for future offerings.”

Rachel Van Noord Director, Community Outreach, BECU

“CFSI showed our Leadership Team and Board that many of our members are struggling financially. Nearly half of our members are not satisfied with their current financial situation and a third of our members are living paycheck to paycheck. Based on CFSI’s engagement, we are now looking at our product suite and assessing how well we are actually serving our members. Financial health is now part of our brand.”

Erin Mendez CEO, Patelco Credit Union

Our Clients

  • Bank of America
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  • DiscoverLogo
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  • KeyBank-logo-041015