Partnerships and Innovation
Collaborate to accelerate impact. Together.
We bring together finance, policy, academic rigour and purpose to co-create scalable, evidence-led solutions that improve lives and build more resilient, inclusive economies in Canada and globally – at pace and at scale.
Our partners span the financial, policy, and social impact ecosystem and share a commitment to evidence, innovation and measurable outcomes.
How we Advance Financial Health and Resilience Impact Innovation with Partners
- Accelerate your purpose and impact goals and strengthen strategy with evidence
Advance financial health, resilience, and inclusion priorities with credible, evidence-based solutions, measuring outcomes that matter. Apply proven measurement approaches, best practices, and learning to target setting and decision-making. - Access world-class indices, tools, benchmark data and intelligence
Make the most of our non-profit Institute’s world-leading proprietary and open-source frameworks, indices, tools, scorecards and benchmarks to inform strategy and action. Leverage custom analytics to measure your performance and impact over time. - Turn data into advocacy, influencing positive change
Leverage independent, evidence-based insights, indicators, and business and social impact data to make the case for investments, shape advocacy, investment, programs, and policy and measure business, social impact and customer outcomes. - Co-create bespoke innovation and program development for your clients, partners and communities
Co-create tailored research, analytics, programs and solutions—rooted in rigorous evidence, lived experience and leadership insight. - Elevate thought leadership, amplify impact
Through high-impact reports, presentations and convenings for senior leaders and diverse stakeholder audiences, fostering cross-sector collaborative innovation. - Launch and measure the impact of key interventions
Our team of experts enables financial institutions, regulators, financial health leaders and others to assess the levers they can pull to measurably improve financial health and resilience and the interventions that make a difference.
Example Partnerships
Below are examples of both Canadian and international partnerships that have helped us advance our impact in line with our impact goals.
International
- Proud partner and supporter of the United Nations Secretary-General’s Special Advocate for Financial Health (UNSGSA), the World Bank and CGAP, including through supporting the creation of guidance, including ‘Measuring Financial Health: A Framework’ (September 2026).
- Advancing knowledge sharing and thought leadership, including with the Basel community, the Bank for International Settlements (BIS), the International Monetary Fund (IMF) and other stakeholders.
- Presenting and sharing on financial health impact with global financial authorities.
- Contributing to guidance’s and financial health and inclusion impact measurement through and with the United Nations Environment Programme Finance Initiative (UNEP-FI) with the Institute’s CEO, Eloise Duncan, a global reviewer. Example guidance includes ‘Driving Impact on Financial Health and Inclusion of Individuals and Businesses: From Setting Targets to Implementation’ (February 2024) and ‘Advancing Gender Equality and Women’s Empowerment: Target Setting Guidance for Banks’ (December 2024).
North America
- Advancing evidence-based research, policy and advocacy to drive positive change, including in partnership with Statistics Canada and through multiple reports and evidence provided for federal and provincial policymakers.
- Collaborating with non-profit organizations to help advance financial health and resilience for vulnerable Canadians, including through making the case for funding for Prosper Canada’s Resilient Futures Program and advocacy for financial planning with FP Canada.
- Being an adopter of the Financial Consumer Agency of Canada’s (FCAC) National Strategy Measurement Plan.
- Collaborative partner of Financial Health Network with the Institute supporting knowledge sharing, financial health impact innovation and convening including through the EMERGE conferences.
- Partnering with Canadian and international social finance and non-profit organizations and networks
Contact us to explore collaboration opportunities or check out some of the projects we’ve worked on with partners and clients.
Joint Offerings
We see the power in collaborative partnerships to deliver the best results for our clients.
That’s why Financial Resilience Institute has partnered with the Behavioural Insights Team (BIT) to help financial institutions, group benefits providers and employers improve the financial health and resilience of their customers, employees and communities - and demonstrate measurable impact.
We bridge the gap between measurement and behaviour change. Financial Resilience Institute’s industry-leading Financial Health and Resilience Index Model and methodologies gives you a precise, customizable diagnostic of where your customers or employees stand. BIT’s behavioural science expertise identifies the hidden barriers - such as present bias or cognitive overload - that prevent people from engaging around their financial health and resilience, financial and other offerings or fostering behaviours that move them forward. We redesign those experiences to drive uptake and lasting behaviour change, while helping your organization to innovate.
As a leading independent authority on financial resilience and well-being in Canada and globally, Financial Resilience Institute empowers financial institutions and purpose-driven organizations to understand, benchmark, and improve the financial health of their customers, employees and communities. We help organizations transform the way they deliver support to drive positive outcomes, uptake and lasting behaviour change.
BIT is a global leader in applying behavioural science to solve complex challenges. BIT designs human-centred interventions that turn passive services and benefits into active tools for financial resilience and wellness. It specializes in boosting uptake of programs and services that build healthier financial behaviours.
Together, we offer end-to-end support: from diagnosis and strategy, through co-design and pilot testing, to impact measurement. Our combined expertise in financial health and resilience, behavioural finance, and Employee Financial Wellness helps clients fast-track innovation and deliver programmes that produce real results for customers, employees and the business.
Get in touch to explore how Financial Resilience Institute and BIT can help your organization strengthen financial resilience and drive measurable outcomes.