Who We Are 

Connecting actionable insights to new avenues for customer experience innovation, through the lens of financial health

Seymour Consulting is a purpose-driven social enterprise, with a vision to help create financial resilience for Canadians and their families.

Our mission is to help measurably improve the financial health of Canadians, by bringing visibility to factors that most impede or improve their financial wellbeing.  We collaborate with committed financial services innovators, government and non-profit partners to create true innovation in the financial marketplace at scale.

Through our Financial Health Index research, established financial wellness consulting practice and thought leadership, we work enable and inform innovation to help improve Canadians’ financial health and resilience.

We recognize that consumers are ultimately in charge of their financial well-being, and our work is part of a much wider global trend towards financial well-being, building on excellent work in the areas of financial capability, financial literacy and financial support for the underserved. Learn more

What is Financial Health?

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We are a leading independent authority on consumer financial health  in Canada.

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Our Mission

Our Vision: To help create financial resilience for Canadians and their families

Our Mission
Our mission is to help measurably improve the financial health of Canadians, by bringing visibility to factors that most impede or improve their financial wellbeing.
As a social enterprise, we work with committed financial providers to be thoughtful, relevant and proactive in terms of how they support and enable the financial health, resilience and well-being of their customers, and key segments.

We do this by providing strategic and actionable insights and strategies to help them have a meaningful impact at the enterprise and financial advisor levels, and through improved products, services, education, tools, tracking and more.

We help providers to measure and support their customers’ financial health (steps and behaviours), financial resilience (throughout the customer relationship and customers’ lives) and overall financial well-being. This reduces financial stress, leads to deeper, more loyal relationships, an enhanced customer relationship and ultimately, more financially resilient Canadians, families and communities.

We know this is disruptive. But in a world of financial disruption, with millennials and other customers more demanding and financially challenged than ever, transform ‘banking’ through the lens of financial health what inspires our team to come to work every day, and make a difference.


Why this matters?
Promoting financial health is good for consumers, in a number of ways. Money stress is the #1 cause of fights and arguments between couples, and a key contributor to overall wellbeing. Money stress, ‘money loneliness’, and the complexity of navigating our financial lives has never been greater. Financial institutions are also being hailed as needing to do more to support peoples’ financial lives, rather than ‘product push’ products or services, that may not be in consumers’ best interests.

  • Financial health creates a whole new avenue for customer-focused innovation and good for the financial services industry, while creating positive impact.
  • Financially resilient consumers drive new opportunities for engagement, relationship-building, loyalty, and long-term revenue streams.
  • They also help reduce credit risks for financial institutions, while helping to focus investments and innovation where it counts.


Learn more
Building on our nation-wide consumer financial health research and proprietary Financial Health Framework and Index, we can help financial services partners to empower and support their customers throughout their financial lives, in relevant and customer-focused ways. Financial institutions have a critical role to play in supporting their customers’ financial health. Our research not only focuses on consumers’ financial health challenges, but how supported they feel by their primary financial institution in supporting their financial health.

Advancing the quality of financial services support, products and advice, through the lens of financial health throughout the lives of customers, promotes mutual long-term benefits for both end consumers, their families and communities – and business benefits for our partners.

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Our Team

Leadership

Eloise Duncan and John Lo of Seymour Consulting are the co-creators of the Financial Health Framework and Financial Health Index.

Eloise Duncan  C.M.C M.A 

Eloise Duncan is a Certified Management Consultant (CMC) and the founder of Seymour Consulting. Eloise has 20 years’ experience in financial services strategy consulting, customer experience strategy and customer-led innovation. She has led numerous enterprise transformational financial wellness strategy projects for Canadian Credit Unions, and become an expert in consumer financial health and wellness.

John C. Lo  B.A. M.B.A

John C. Lo has 18 years of experience in marketing research and business analytics. John’ experience and expertise in the financial wellness arena includes designing quantitative financial well-being research, identifying behavioural drivers of financial health, conducting customer-level financial wellness segmentation and developing statistical models to determine key financial health indicators and indices.

Associates and Partners

We partner with committed leaders who share our passion for impact in the area of financial health and well-being.

Please contact us for more information if you are interested in collaborating with us.