Run the FinHealth Workflow™ for your members

For financial wellness teams who want to operationalize financial health — not just measure it.

What you operate with

One connected record. A GUI for every stage of the FinHealth Workflow™.

The workflow runner

A web app that walks your team through Diagnosis → Prescription → Delivery → Outcome → Proof for each member. Templates, recommendations, and tracking built in. No spreadsheets.

The dashboards

See your population's financial health distribution in real time. Track program engagement. Slice by branch, demographic, employer group, or any segment that matters to your board.

The member portal

Your members see their own FinHealth Record™ — what was diagnosed, what was recommended, what they engaged with, and how their financial health is changing over time. Their record. Portable to wherever they go next.

Case management

Assign members to coaches. Route follow-ups based on diagnosis severity. Log every interaction against the record. Hand off cleanly between team members without losing context.

Reporting

Pull validated outcome data. Benchmark against peer institutions. Produce proof-of-impact reports for your board — without exporting to Excel and reformatting for a week.

What this enables

• Move from intent to operations. "We offer a financial wellness program" becomes "we operationalize financial health for every member, with a record and proof."
• Connect what you diagnose to what you do to whether it worked. For individuals and for your institution. The record is the connective tissue.
• Stop running the workflow in spreadsheets. A real GUI means your coaches spend their time with members, not formatting cells.
• Prove the program works. Validated outcome measurement at the individual level rolls up to population-level proof for boards.

Talk to us about running this for your members →