Financial Health Consulting and Advisory Services

In an environment defined by disruption, geopolitical uncertainty and accelerating technology change, and a growing financial health movement, our specialist financial health consulting team helps organizations reimage their future and execute with confidence, from defining ambition to delivering measurable results.

We have the depth of experience to provide strategic advice to help achieve optimal – and sustainable – financial health and resilience impact, innovation and results. We help our clients and partners to drive reinvention through evidence-based innovation, resources and execution to deliver win-win business, financial, customer and social impact outcomes. Giving you the confidence to reimagine your enterprise and the capabilities to achieve it.

Financial Resilience Institute’s specialist financial health consulting team helps organizations define their ambition and deliver sustainable financial health and resilience impact. We combine strategic advice, rigorous data and evidence-based innovation to help clients and partners achieve business, customer and social outcomes.

We work with boards, senior leaders and innovators to co-create customer-led strategies, align teams and resources, and turn plans into action. Our customized services include:

  • Insight, measurement and targets: Data and Financial Health and Resilience Index analytics, decision intelligence, financial well-being impact measurement, business benefits measurement and financial health and resilience target setting. We also create customized or proprietary financial health indices and solutions, including those based on transactional or administrative data.
  • Financial Health Strategy and organizational alignment: Financial health and resilience strategy, strategy-to-action plans, Board and Executive education, financial health culture change and assessments of customer experience and service delivery models. We advise on talent management so goals, roles, incentives and rewards support delivery and measure what matters.
  • Customer and employee experience: Financial resilience segmentation, customer engagement and experience strategy, human-centred design for moments that matter, and employee financial well-being and wellness strategies supported by rigorous measurement. We help embed financial health and resilience into how organizations engage and serve personal and business customers.
  • Financial health innovation and delivery: Customer-led consultations and co-design; financial health value propositions, offerings, products, value-added services and programs; strategic partner assessment and joint development; advisor and staff enablement; and pilot testing, interventions, implementation support and evaluation. This includes opportunities to use customer or employee nudging, survey and transactional data together, and our Financial Health and Resilience Index data and proven methodologies to strengthen traditional approaches.
  • Research, analysis, strategy development and thought leadership: Best practice research drawing on financial health leaders and innovators within and outside your market; analysis and evidence-based strategy development; facilitated executive sessions; intelligence reports; and tailored thought leadership linking business, customer and social outcomes.

 

Why Financial Resilience Institute?

Financial health, strategy and consulting are our specialist practice. We bring over 15 years of dedicated financial health experience, alongside the strategic management consulting expertise of our CEO and Founder, Eloise Duncan, a Certified Management Consultant with over 25 years of experience.

Our senior team designs and manages projects end to end, supported by our team, giving clients direct access to senior expertise. We tailor our work to each organization’s goals, maturity and budget, combining rigorous measurement with hands-on advisory and co-design. We work with mid-sized and smaller companies as well as larger organizations.

Win-win engagements and strategic partnerships

Our strongest partnerships grow through sustained collaboration across projects. From discovery and pilot design to implementation and evaluation, we provide the strategy, project and program support needed to deliver results, measure impact and continuously improve.

Ready to unlock your full impact?

Let’s work together to strengthen financial health and resilience, advance financial well-being, and deliver measurable business, customer, and social outcomes.

Get in touch to explore real-world examples of how we worked with partners or to explore collaboration opportunities.