The FinHealth Record™ is the patient chart for financial health: one record per customer or member that connects diagnosis, prescription, uptake, and outcomes, so your bank or credit union can operate like a medical clinic.
Attune helps financial wellness leaders at banks and credit unions turn a financial health commitment into a working program they can prove, before the plan, budget or launch date it’s due.
Trusted by credit unions and community banks reaching 5.6M+ members across $100B in assets, as the Financial Health Network’s exclusive technology partner for the FinHealth Score®.
“We have the pieces: financial education, community work, branch staff who want to give real advice. Nothing connects them, so we can’t say where we stand before the plan locks.”
“Our coaches would be tracking members in spreadsheets and shared docs. That won’t scale past the first few people, and it won’t show anyone that members are getting better.”
“We could build our own score, but then the meeting becomes a debate about our math. We need a method leadership already recognizes and a score that’s benchmarked nationally, so nobody thinks we made it up.”
A good doctor never prescribes without checking your vital signs. The FinHealth Record™ gives your institution the same discipline: one chart per customer or member, measured on the FinHealth Score®.
A short checkup gives each person their FinHealth Score®: their vital signs. They leave with a next step, like an after-visit summary.
Each one sees the chart: vital signs, history, and what’s been tried. They can own a caseload, measured on whether their people get healthier, not on how many products they sell.
Population health: who you reach, how they progress against a national benchmark, and what it’s worth in lifetime value and retention. Results that hold up in front of your board.
Here is why that works. The FinHealth Score® is the recognized standard, benchmarked nationally every year since 2018 and used by 70+ companies, so there is no fight over whose definition of healthy counts. The OCC drew on the Financial Health Network’s research when it built its 2024 Financial Health Vital Signs. Survey scores can also be paired with your account data for a fuller picture. Attune is the Financial Health Network’s exclusive technology partner for it. We do the heavy lifting: setup, staff training, scoring, benchmarking, and board-ready analysis. Results flow into your CRM, core, and BI tools, so the measurement gets used instead of shelved.
Every clinic visit follows the same loop: check the vital signs, prescribe, follow up, and see if it worked. The FinHealth Workflow™ is that loop for financial health, and what you learn from outcomes changes the next diagnosis.
Every chart carries the same four beats, so they add up. Across the people you serve and across time, that is the evidence: what actually improves financial health, for them and for the business.
Book a call and we’ll walk you through one person’s chart: their FinHealth Score®, what was recommended, whether they engaged, and what changed. Then the same data rolled up across everyone you serve, benchmarked and ready for a board deck. We use an example close to your situation.
Every engagement runs on the same chart. Where you start depends on what’s due first.
A short maturity assessment inventories what you already do across diagnosis, prescription, uptake, and outcomes. It scores your maturity (Early, Developing, Established, or Leading), names your highest-leverage gap and the low-lift quick wins, and gives you a roadmap for strategic planning. No customer-level data needed.
Open a coaching program or empowerment center with intake, the FinHealth Score®, coach notes, follow-up reminders, and before-and-after reporting from day one. We configure it and train your staff on site.
Measure a baseline of customer and member financial health, compare it to the national benchmark, and track it year over year in board-ready reporting tied to lifetime value and retention.
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Friends for Financial Wellness brings together the bank and credit union executives who set financial wellness strategy. Its Operators Group is for the people who carry it out, usually VPs. Attune facilitates the group, which meets quarterly.
Roughly fortnightly. Writing on financial health infrastructure, the FinHealth Workflow™, and what we're learning building it.
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