From Measurement to Results. Supporting a Financially Resilient Future Starts Here.
Quantify and improve your impact with independent data analytics, benchmarking and tracking
We work with financial institutions, policymakers, employers, financial health innovators, social enterprises and other partners to drive positive change.
With over a decade of pioneering independent financial health, research, the Seymour Financial Resilience Index® and other solutions we create for our clients and partners provide unparalleled data-driven perspectives that help your organization achieve its goals.
Our proven instruments and expertise can take your programs, research, and services to the next level. Many organizations come to us seeking insights and support on:
- Benchmarking and tracking customer and stakeholder financial resilience and/or well-being over time
- Evaluating financial wellness program effectiveness
- Proprietary Financial Health Index Models and other solutions for our clients and partners, based on transactional data.
- Quantifying impact on customers and communities
- Identifying opportunities to better serve vulnerable or high-priority
populations - Assessing, tracking and improving employee financial wellness and resilience
- Pinpointing and monitoring indicators based on impact and business goals
Learn more about our longitudinal Financial Well-Being Studies and how this instrument works in tandem with the Financial Resilience Index Model and Financial Well-Being Index Model.
“Co-operators has worked in close collaboration with Financial Resilience Institute since March 2022, towards better understanding and measuring progress on our purpose of financial security for Canadians and our communities. The Institute has become a key partner in developing not just our impact measurement and associated metrics and targets, but also in providing strategic guidance in how we can infuse a financial resilience lens throughout our products, services and offerings across our enterprise in support of our clients and communities. Further, the Institute team has been instrumental in building trust and relationships by meaningfully engaging with our Board and senior leaders, in addition to effectively communicating on our efforts to our employees.”
Shawna Peddle, Associate Vice President, Citizenship, The Co-operators
Group Limited
Unlock the power of independent data-driven insights and impact
Analytics
Access 50+ financial health indicators to identify priorities and track progress.
Measurement
Measure your impact with ease. We tailor the analysis to your strategic goals and KPIs.
Studies
Quantify, assess and increase the impact of your programs on financial resilience.
Tailored support that meets you where you are
Every organization is different, and so are your goals. That’s why our solutions are customized to align with your specific context, priorities, goals, and challenges.
Some of the benefits you’ll gain access to through our partnership include:
- Gain evidence-based research analytics and solutions to target your investments and impact
- Develop proprietary Index models, strategies or solutions for your organization in line with your business goals
- Engage and inspire your leaders, clients and partners in your innovation journey, leveraging our proven methodologies
- Leverage our independent, peer-reviewed Index and customized analytics
- Accelerate your financial health and innovation
- Receive actionable recommendations to drive impact
- Achieve brand differentiation as a leader in financial health and well-being
- Access ongoing support to execute your purpose-led innovation
Not sure what kind of support your organization needs? Start a conversation. We’d love to discuss your vision.
Ready to take your innovation and impact to the next level?
Is your organization ready to:
- Contribute to positive change in your clients, employees and communities’ financial resilience and financial well-being
- Demonstrate your impact and drive better outcomes, faster
- Innovate and create services, policies and programs that support a better financial future
Financial services innovation, public policy and programs work best when rooted in data and facts. Let’s work together to uncover the insights that drive real impact. Contact us today to start a results-driven partnership rooted in purpose.
Tailored Studies, Impact Measurement and Innovation for Clients and Partners
The Institute designs and conducts Financial Well-Being Studies for clients or partners based on their unique research or policy objectives. These studies launch alongside the national study to provide benchmark data and Index analytics.
Customized questions allow analysis against the Financial Resilience Index Model and other instruments and metrics available through the Institute. Our non-profit provides independent longitudinal research, measuring customer, business, and social benefits.
This includes improved financial resilience and financial well-being for households, customers, key segments, or underserved populations, plus business benefits such as health, productivity, quality of life, brand differentiation, and share of wallet for financial institutions.
The Index and our customized solutions enable independent, ongoing measurement and target setting, enabling institutions to track their Purpose, for example through their annual mean client financial resilience score, compared to Index benchmark data, peer performance and more.
We provide target setting advisory, consulting and strategy development and execution support to help organizations bring their goals and purpose to life.