Financial Health and Resilience Consulting and Advisory

We can support your organization wherever you’re at in your financial health journey.

Building on our data, research and deep financial services and financial health experience, we’ll help your organization create market-leading financial-health customer experience and business strategies that take your brand differentiation to the next level.

We work with partners and clients to co-create and re-invent new products, services, tools, strategies, programs and new ways of engaging, serving and supporting key stakeholders around their financial health, resilience and wellness.

Learn about example projects we’ve worked on recently.

Example projects and practice areas:

  • Financial resilience and vulnerability measurement and scorecard development and advisory services for FIs wanting to better support specific segments from a financial health and resilience perspective (e.g. Women in Wealth; Millennials; underserved households);
  • Customized financial resilience scoring, analytics and strategy development – to align with organization’s Impact Strategies and goals;
  • Development of proprietary Financial Wellness Index based on banking transactional or other data.
  • Development of persona and/or segment strategies levering quantitative and qualitative data and customer-led innovation methodologies;
  • Enterprise financial health and resilience strategy development and strategy-to-execution;
  • Value proposition development: for women; business owners; millennials and other segments;
  • Creation of digital financial wellness solutions and new product and service development;
  • Community Impact Strategy and inter-connections with ESG strategies

Measure and Evaluate Needs

As the pioneer in financial health and resilience measurement in Canada, we can help you set goals and develop mechanisms to track your customers’  and employees’ success and its impact on your business.

 

Integrate financial resilience and financial health impact metrics into your organization

 We can help you integrate financial resilience and other impact and delivery metrics into your organization. You can utilize the Seymour Financial Resilience Index TM to measure and track your customers’ financial resilience  (and financial vulnerability) with insights contextualized through longitudinal benchmark data for Canada In addition, we can help you create and track customized metrics or develop proprietary financial health index models.

 

Uncover Customer Insights

 Through levering the Index, surveys, workshops, and custom research, you’ll gain a deeper understanding of your customers’ financial lives and how you can improve their financial health, resilience and well-being.

 

Design an Integrated Strategy

 We’ll help you understand where you are on the financial health journey and where to go next, so you can develop an enterprise strategy to take make financial health and resilience a core business driver and differentiator for your company.

 

Enhance your Customer Experience and Value Proposition

 We can help your organization to transform the way you engage, serve and support your customers – and specific customer segments –so that you can help them improve their financial resilience while strengthening your brand. We’re experts in financial health-focused CX innovation and help develop and test new products, services and solutions. Work with us to translate insights into strategy, and strategy into action.

 

Learn about example Projects we’ve worked on recently.

  • Financial resilience and vulnerability measurement and scorecard development and advisory services for FIs wanting to better support specific segments from a financial health and resilience perspective (e.g. Women in Wealth; Millennials; underserved households);
  • Customized financial resilience scoring, analytics and strategy development – to align with organization’s Impact Strategies and goals;
  • Development of proprietary Financial Wellness Index based on banking transactional or other data.
  • Development of persona and/or segment strategies levering quantitative and qualitative data and customer-led innovation methodologies;
  • Enterprise financial health and resilience strategy development and strategy-to-execution;
  • Value proposition development: for women; business owners; millennials and other segments;
  • Creation of digital financial wellness solutions and new product and service development;
  • Community Impact Strategy and inter-connections with ESG strategies 

 

Contact Us