2017 EMERGE Forum

Stay Engaged with Resources from the 2017 EMERGE Forum

We hope you enjoyed our first-ever EMERGE magazine. Take a deeper dive below on many of the topics covered in the magazine.

Page 8. Up Close and So Personal: The Real People of the Financial Diaries by Julie Siwicki. While much of the income and wealth inequality conversation focuses on what’s happening at the top, The Financial Diaries provides an unparalleled view of what life is like in the bottom half. Learn more

Page 9:  CFSI empathy-building experiences and tools. Connecting to the Consumer Financial Experience (FinX) is an in-the-field workshop, training, or corporate event. It allows financial product designers to experience firsthand what the challenges and opportunities are in accessing financial services. Learn more

Page 11: Quiz: Are you Financially Healthy? What was your score? Check out the full system to score the financial health of your customers and how CFSI and can help. Learn more

Page 12: Who Inspires CFSI’s Financial Health Leaders? CFSI’s new Financial Health Leaders designation recognizes members committed to consumer financial health. In 2017 the baseline criteria to be a Leader is to diagnose the financial health of your customers, employees, and/or clients. Meet all our FinHealth Leaders

Page 14- 18: It’s Not Just In Your Head – The Mental Health + Financial Health Connection by Nancy Castillo, CFSI.  CFSI has identified eight indicators that establish a framework for shifting the financial services industry towards a focus on financial health. Learn More

Page 18: The U.S. Financial Diaries, a joint initiative of NYU Wagner’s Financial Access Initiative (FAI) and The Center for Financial Services Innovation (CFSI), provides an unparalleled view of what life is like in the bottom half. Learn More

Page 40: Can Employers Play a Role in Financial Health? By Sohrab Kohli. Employers have the power to promote staff engagement, improve productivity, and strengthen their brand. Read “Employee Financial Health: How Companies Can Invest in Workplace Wellness” to learn more. Download the paper

Download our Research

Craving more from topics we covered at EMERGE? From targeted surveys to tactical consumer studies, our research and analysis provides a foundational understanding of the challenges and opportunities for all sectors to achieve consumer financial health.

Take a closer look at the indicators we’ve identified to measure health financial—and how providers can help—in the paper Eight Ways to Measure Financial Health. Download the paper

Employers have the power to promote staff engagement, improve productivity, and strengthen their brand. Read Employee Financial Health: How Companies Can Invest in Workplace Wellness to learn more. Download the paper

The Journey to Financial Health: Your Company’s Roadmap will help you orient your business around financial health and expand your company’s definition of success to include positive outcomes for your customers and your business. Download the roadmap

As your company embarks upon its own financial health journey, consider the examples set by the trailblazers in Tales from the Road: Financial Health Pioneers. Download the paper

Your Financial Health Journey

Ready to take the next step in your financial health Journey? We know how to help. Take a Financial Health Check-Up and learn about our other services. Read CFSI resources to help you along your journey, or contact us today for more information on our consulting services

CFSI’s Financial Health Network
Interested in joining over 125 like-minded organizations committed to creating the future of financial health? Learn more about membership in our network