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Financial Health Strategic Consulting

We help Financial Institutions, Government, Employers and committed innovators to improve the financial health, resilience and well-being of their customers, employees, businesses communities at scale.

Examples projects we’re leading include:

  • Enterprise financial resilience measurement and scorecards – working with Executive teams and Boards
  • Financial wellness innovation and co-creation workshops
  • Development of proprietary Financial Wellness Index based on banking transactional data
  • Small business financial health measurement, CX strategy and value propositions for business owners
  • Wealth management and advice-focused strategic marketing plans and new product and service development for women investors
  • New targeting and retention strategies through the lens of customers’ financial health and wellness
  • Strategies and solutions for pre-retirement and near-retirement pension plan members
  • Analysis of Canada’s most financially vulnerable populations and reporting on this for Government and NPOs