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Financial Health Strategy Consulting

Financial Health and Wellness Consulting for Financial Institutions and other Clients

Impactful strategy and decisions begin with solid data insights. That’s why we’ve designed and launched the national independent Canadian Financial Health Index study.  First launched in 2017, this is Canada’s most comprehensive investigation into consumer financial health and resilience, and the role financial institutions can play to help their customers. Please contact us for more information.

Customized Solutions and Consulting

We’re working with financial services providers, non-profits and other partners to measurably improve the financial health, wellness and resilience of their customers or stakeholders.

Our consulting expertise specifically relates to financial wellness business strategy, and customer experience strategy – ultimately transforming ‘banking’.

Our customized  offerings include:

  • Financial Health Measurement Tracking: leveraging our data, proprietary financial health framework, national studies and benchmark data.
  • Customer and segment financial health insights, benchmarks and indicators: also linked to real customer and banking behaviours.
  • Employee Financial Health measurement & Value Proposition for employers to improve employee productivity, and financial health service provision to end-customers for financial services organizations.
  • Financial Health & Wellness Customer Experience Strategy Consulting & Value Proposition development
  • Customized financial health project and program design and implementation


Find out more