Shaping the future of financial well-being for all

Financial health, or financial well-being, is the ability to meet present financial needs, plan for the future, and feel satisfied with one’s financial situation. This event gathered experts to discuss strategies for building financial resilience and inclusivity, covering topics like responsible loans, smart savings schemes, and effective debt management.

Watch the recording to explore ways to enhance financial health and build more resilient, inclusive financial systems.

Resources mentioned:

Case Study Bank of America: Playing the Long Game

Case Study BECU: Leading With Data To Advance Financial Health

3 Approaches to Using Administrative Data To Measure Financial Health

Building Valuable Customer Relationships Through Financial Health

FinHealth Maturity Assessment Program (MAP)

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