Research, Index Analytics and Impact Measurement

Measure what matters. Improve what works.

We help organizations measure whether their strategies, policies, programs, products and services are strengthening financial health, resilience and well-being, and creating wider customer, employee, business and social benefits. Our independent research, proven instruments and index analytics establish robust baselines, reveal changing needs and track outcomes over time.

Who and what we measure

Here are examples of who and what we measure, with customized research, impact measurement and solutions created based on the business priorities and impact goals of our clients and partners.

Customers and communities

For banks, credit unions and other financial institutions seeking to improve customer outcomes, demonstrate purpose and compare results across segments and over time.

Households and priority populations

For policymakers, Financial Services Authorities and financial health-focused organizations seeking to understand vulnerability, inclusion, financial well-being and resilience.

Employees

For employers measuring employee financial well-being and resilience, and their links to engagement, productivity and overall well-being.

SMEs and business owners

For organizations serving SMEs, Women-Led SMEs and other priority segments, with measurement of business financial health, resilience, needs and opportunities.

Our Difference

  • We use multiple instruments in tandem to build a more complete picture of financial lives, experiences, behaviours and outcomes.
  • Apply robust, multidimensional financial health and resilience indices, models and benchmarks that look beyond single indicators such as income, debt, savings or access.
  • We help connect outcomes to the practical levers organizations can pull, from products, advice and protection to policies, programs, digital tools and targeted interventions to measurably move the dial on improved financial health and resilience outcomes.
  • We help identify and target the behaviours and levers people and priority populations can use themselves to maintain or improve financial health and resilience, strengthen financial agency and improve financial and overall well-being.
  • We also have deep expertise in harnessing quantitative data and Index analytics, qualitative research and strategic insights from leaders, customers and partners to help create financial health and resilience strategies and differentiators in action.

From evidence and intelligence to measurable impact

Our Index analytics and custom solutions help intelligence into insights, strategies and priorities for action

We help partners identify where financial vulnerability is concentrated, understand which factors are most associated with stronger financial health and resilience outcomes, design more responsive solutions and evaluate whether interventions are making a measurable difference. Measurement can also demonstrate value through improved customer experience and brand differentiation, stronger employee outcomes, reduced vulnerability and risk, and financial, business and social impact.

Why partner with us?

Our deep financial health expertise, independent evidence, proven methodologies, longitudinal benchmarking and collaborative advisory support provide a practical path from insight to innovation and sustained impact.

With over 15 years of dedicated financial well-being practice and world-leading Indices, with custom solutions for our clients, key markets and organizations, we build win-win partnerships and deliver leading-edge, customized solutions aligned with our clients’ impact and business goals.

Revenue from our commercial services is reinvested in the impact work of our non-profit Institute, extending the value of every partnership, and all of our projects are stewarded by our CEO and Founder and leading people team. We thrive working on collaborative impact projects with partners, and are experts in creating leading financial health strategies, action plans, engagement and behavioural change.

Contact us to explore how we can help your organization achieve your goals.

Explore select projects or contact us to build an outcomes-focused win-win partnership.