What is Your Purpose?

Understand where your organization is on its financial resilience and financial health journey and set out to achieve the impact you seek. Together, we’ll develop bespoke strategies and action plans to move you forward.

You have a vision; we help you realize it.

Co-operators, Vancity, and Coast Capital are just three of the organizations that have trusted us to build a strategy to help them reach their financial health and resilience goals.

You can read about our work with each of them and other clients – but this conversation is about you.

Realize the following possibilities by working together: 

  • Turn insights into strategies and action – utilize our bespoke data, research, and financial sector knowledge to shape a market-leading customer financial resilience strategy and elevate your customer experience
  • Continuously improve – ensure your strategy matches its intended results through continuous measurement and benchmarking measure and benchmark using our Financial Resilience Index® and other solutions to support strategy enhancements to get to where you want to be, faster
  • Drive systemic change through collaboration – utilize the Institute to foster collaborative, evidence-based, innovation throughout your organization and with partners
  • Differentiate your brand, elevate your thought-leadership and impact – stand out from the competition with unparalleled financial health and resilience strategies and innovation
  • Focus your program development – build based on data-driven, evidence-based intelligence and insights
  • Become an Industry Leader – Educate and inspire top executives, board directors, and influence others on financial health and resilience strategy and innovation
  • Create positive change – Support evidence-based policy development and impact measurement at the federal, provincial, or local level
  • Unlock your full impact potential – Measure, evaluate, and communicate outcomes linked to affordability, health, and well-being
  • Focus your efforts where they matter most – Target key customers and stakeholders while achieving your business goals

 

What to expect

While our research and measurement tools uncover the data, our advisory work helps you turn insights into action—through strategic planning, co-design, and executive engagement. We’re a high-energy, positive team of values-driven financial health experts.

Partnering with us means you’ll get a tailored approach to projects, strategies, and offerings.

  • Benefit from customized, actionable solutions and strategies aligned with your business needs and strategic goals wherever you’re at in your innovation journey
  • Access high-value data analytics and solutions, customized to your budget and needs
  • Co-create data informed solutions with us while engaging your leaders and clients along the way

Engagements with real outcomes

From stakeholder discovery to pilot design and post-intervention evaluation, our seven-step process is built for clarity, co-creation, and measurable impact.

Awaiting you at the end? Strategies and solutions ready for implementation, measurement, and optimization for the benefit of your stakeholders and organization.

What we’ve helped clients and partners achieve

Please consider this brief list of sample projects and outcomes as you decide whether Financial Resilience Institute can help you and your organization:
  • Customized financial resilience strategy, impact measurement and data analytics for organizations like Co-operators and Vancity
  • Enterprise-wide financial wellness strategy and a proprietary Financial Wellness Index for Conexus Credit Union
  • Custom analytics and reports for partners like FP Canada, IQPF, Prosper Canada and Statistics Canada on specific populations to inform and support evidence-based advocacy, policy and innovation

Contact us and let’s explore how we can help you achieve your goals and improve financial resilience and financial well-being while delivering measurable financial, customer and social impact benefits.