How Industry Executives View Financial Health – Report by CFSI

Download the Report


In the report “From Buzzword to Business Model: How industry executives view financial health”, the Center for Financial Services Innovation (CFSI) reveals how financial institutions are approaching financial health as they seek to engage customers meaningfully and profitably. 

As the vast majority of Americans struggle financially, improving customer financial health is a top priority for many industry executives – yet far fewer are turning those intentions into action. Center for Financial Services Innovation prepared a study showing the results of surveys conducted and recommendations. 

About the publisher: Center for Financial Services Innovation (CFSI) is the nation’s authority on consumer financial health. CFSI leads a network of financial services innovators committed to building a more robust financial services marketplace with higher quality products and services. Through its Compass Principles and a lineup of proprietary research, insights and events, CFSI informs, advises, and connects members of its network to seed the innovation that will transform the financial services landscape.