Financial Health & Resilience Data, Index & Impact Analytics
Turning Financial Health and Resilience Data Into Real-World Impact
Our deep financial health expertise, proven methodologies and instruments help organizations elevate their programs, research, and services—strengthening financial health, resilience, and well-being for individuals, small businesses, employees, and priority populations.
Organizations partner with us to:
- Measure and track financial resilience and well-being over time
- Evaluate the effectiveness of financial wellness programs and key product, services and interventions on their customers and target populations over time
- Apply proprietary Financial Health & Resilience Index models, including for their customers and based on transaction-based analytics
- Quantify impact on customers, employees, and communities
- Identify opportunities to better serve vulnerable or high-priority underserved customers or populations
- Assess and improve employee financial wellness and resilience
- Pinpoint the indicators that matter most – aligned to impact and business goals
- Measure impact from a business, customer and social impact perspective
- Engage their leaders, customers and partners in financial health strategy and innovation aligned with their business and impact goals
Explore select projects —with many of our most impactful engagements not publicly listed.
Contact us today to build a a results-driven partnership rooted in purpose.