How industry executives view financial health

How industry executives view financial health

Abstract

The Center for Financial Services Innovation (CFSI) surveyed 659 C-suite leaders at banks, credit unions, insurance companies, retirement companies, payment networks, credit bureaus, and fintech companies.

Real organizational change starts at the top, and the survey was designed to measure how these executives think about their customers’ financial health and to determine what changes they have made to their business models – if any – to reflect this focus on improving customer outcomes. The results show that while improving customer financial health is widely seen as a strategic priority, executives have taken few steps to execute on it. A significant gap remains between awareness and action.

Full content of the publication

Tags

Clients Financial Health

Additional Information

Date published

02/05/2019

Document Type

Research

Geographies

Global

Target

General

Pages

23

Related publications

19 July 2019

Employee Financial Wellness Survey 2019 results

PwC present insights from the 8th annual Employee Financial Wellness Survey which tracks the financial well-being of ful...

17 July 2019

The Interplay Between Health & Financial Wellness Benefits and how it impacts employees

Wellness programs work, according to the people who use them. That’s the key finding from a new survey of 2,000 Americ...

6 June 2019

The Case for Employers to Invest in Employee Financial Health

In a new survey of 1,000 full-time employees of mid-sized and large U.S. firms, the Financial Health Network finds wides...