Financial health market Grow sales by targeting organizations seeking to scale financial health initiatives across workforces, leveraging the FinHealth Works program and employer-focused frameworks to position as a partner for implementing comprehensive financial well-being programs.

Executive engagement Leverage connections with industry leaders and board members, highlighted by recent board additions and high-profile conferences like EMERGE, to open conversations with financial institutions, credit unions, and fintechs seeking governance and strategic advisory to advance financial health.

Employer solutions Offer tailored employer-centric tools such as FinHealth Works, measurement standards, and employer collaboration frameworks to attract HR and talent leaders aiming to close workforce financial health gaps and reduce turnover.

Strategic partnerships Position collaboration opportunities with fintechs, CUSOs, and nonprofit partners (e.g., Finli) to co-create programs that reach underbanked markets, expand distribution channels, and enhance impact metrics for funders and sponsors.

Growth signals Capitalize on revenue scale and active event presence by offering scalable research insights, advisory services, and conference sponsorships to investors, foundations, and corporate partners seeking evidence-based impact and thought leadership in financial health.