Consulting Services:


How We Serve Our Clients

Advise on implementation strategies, facilitating industry partnerships and guiding consumer and stakeholder messaging.

 See how we helped Nix Neighborhood Lending strengthen ties with its community base.


Business Requirement Advising

Want to ensure your consumer objectives are maintained as you move from concept to reality? We partner with clients and vendors to define technical requirements and represent the consumer’s perspective during design.  In addition, we apply the Compass Principles framework to ensure that the solution design promotes consumer usage and success.

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Key Performance Indicator Definition

Trying to embed performance measures into your solution before it hits the ground? Our team will leverage our consumer insights and financial health metrics development work to hone in on measures for consumer impact and develop a custom evaluation tool to use post launch.

Organizational Change Management & Front-Line Staff Training

Preparing your staff for how to communicate new product or service offerings? Our team will immerse your staff in consumer context, leveraging our ready-made “FinX” or “Setting the Stage” workshops -- or customizing a new one to fit your training needs.  Drawing on our deep customer insights, we train staff on how to communicate the benefits of a solution to customers in a way that promotes their financial health. 

Partner Matching and Distribution Strategy

Need a plan for client acquisition? Our team can leverage an extensive network of financial providers to identify successful strategies to get the word out.  

Product Brand Strategy and Messaging

Not sure how to communicate your product changes? We will help you segment the consumers that you are targeting and tailor your message for each segment.

Vendor Assessment

Trying to identify the right vendor to support your solution? Our team will help you identify and assess suppliers.  We will provide a recommendation on the best vendor to meet your needs, based on consumer success, financial feasibility, and your long-term growth. 

Let's get Started

We look forward to getting to know you.