Research Insights & Customized Solutions

We provide a range of customized financial health analysis and reports leveraging our annual National Financial Health Index data (2017, 2018, 2019).

Reports can include, for example:

Understanding Canadians’ Financial Wellness Report
This provides organizations with compelling insights into the state of financial wellness issues of Canadians.

Enabling Financial Health and Resilience Report

This enables organizations to explore more specific financial tools and solutions designed to support their customers’ financial health, wellness and ability to weather times of financial hardship.

Financial Institution (“FI”) Performance and Applications Report

Supports financial health strategies, value propositions, tactical programs or operational changes based on FI performance benchmark and business case insights, customer needs and pain points, gap & opportunity analysis.

Please contact us for more information.