Welcome to Financial Health Index   

for Canadians’ financial health and resilience

For many Canadians, money is a major cause of stress, and impacting our health, resilience and well-being.  

Financial health and resilience is critical for individuals, families, small businesses, our communities and economy, including across generations.

The world is rapidly changing, and financial stress and hardship is a mainstream national and global issue. In context of financial stressors and shocks such as Covid-19, financial services and technology disruption, economic and social inequalities, macro-economic trends with the changing nature of work and stagnant wage growth, and gaps in financial services provision, many consumers are underserved and need help in improving their financial health and resilience.

We’re a values-driven company working to help committed Financial Institutions and other organizations to measurably improve the financial health and resilience of their customers and stakeholders at scale. 

Building on our growing, dedicated financial health research and strategy consulting practice, unique Financial Health Index framework, measurement methodologies and FHI data and studies – and our deep expertise in banking and customer experience transformation in the Canadian market – we help Financial Institutions and committed innovators to improve the financial health and resilience of their customers, employees and stakeholders at scale.  

Levering our Financial Health Index framework, engagement approach; consumer-centric data, models and innovation methodologies, we help FIs, public agencies, Employers and other organizations to measure the financial health, wellness and resilience of their customers, employees or stakeholders over time. Our data, research and innovation approaches can support organizations in developing robust financial health strategies in line with their organizational vision and business goals and measure and connect financial health outcomes to business benefits and social impact outcomes. 

We also lead small business financial health measurement and strategy, and have 15+ years experience in small business and financial health in the Canadian market.

Our expert team work to help create new platforms, measurement tools, business strategies, customer experiences, products, customized offerings, policies and action plans to help transform how organizations can engage and support their customers’ financial health, resilience and wellness, while creating business benefits through deeper customer relationships and strengthened customer loyalty and advocacy.

We lead work with Employers, Government agencies, non-profit organizations, fintechs and partners to  help measure and improve consumer and small business financial health.  

 This is more needed than ever for the many people and businesses facing financial hardship, including in light of the global health pandemic of Covid-19, and building on financial stress and vulnerability as a mainstream issue based on our national independent Financial Health Index studies, launched every year since 2017.

Our vision is for a financially healthy, resilient Canada.

  • We believe financial health is important for all.
  • We believe in the power of collaboration and re-invention.
  • We believe in the power of finance for good.
  • We believe financial health is good for business and our world.

Read about our work in this recent interview.

Financial Health Index study in the News

Strategic Consulting & Customized Solutions 

Our team has 20+ years of leading financial services strategic business and customer experience consulting and are experts in consumer financial health. Financial Health Index is a specialist practice and wholly-owned division of Seymour Management Consulting Inc.

Financial Health Index Q1 2020 

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2019 Findings and 3-Year Trends Report

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Financial Health Index Q1 2020

2019 Findings and 3-Year Trends Report

Other Financial Health White Papers

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Financial Health

Research & Measurement

Strategic Consulting

Collaborative Innovation