Index Access and Customized Solutions
Clients work with us and can gain annual and ad-hoc access to the Financial Resilience Index and our services. We offer a range of standard and customized reports, analytics and financial health solutions for organizations of different sizes and with simple to more complex business needs. We can also help you wherever you are at in your financial health journey.
Customized financial well-being and other studies (linked to our national Financial Well-Being study and/or the Index) can be provided, with data translated into insights, and strategies into action.
We also develop proprietary index models, solutions and strategies for our clients, including models based on transactional data. Check out more details on our consulting capabilities and example clients.
Contact us for a free consultation to learn more.