Leading the nation to financial health

CFSI is the authority on consumer financial health, leading a network of committed financial services innovators to build better consumer products and practices.

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The Financial Diaries

What the financial diaries of working-class families reveal about economic stresses, why they happen, and what policies might reduce them

Deep within the American Dream lies the belief that hard work and steady saving will ensure a comfortable retirement and a better life for one’s children. But in a nation experiencing unprecedented prosperity, even for many families who seem to be doing everything right, this ideal is still out of reach.
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What is financial health?

We believe that the foundations of financial health are built when people have day-to-day financial systems that build long-term resilience and opportunity

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CFSI Origin: Creating Change in Financial Services

Our Network

The CFSI Financial Health Network is a community of over 100 like-minded financial institutions, service providers, technology innovators, nonprofits, and others who are committed to improving the financial health of Americans through marketplace innovations.

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Consulting Services

CFSI’s consulting services leverage a deep understanding of consumer needs, innovation processes, and high-quality product design. We guide organizations through the entire product development cycle– from enterprise strategy definition to launching solutions and evaluating impact.

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Our Team

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