You need a workflow from diagnosing your people's financial health to proving which investments are actually improving it. We call it the FinHealth Workflow™ (FHW).
Your board expects proof your programs work. Your systems can't produce it.
Maybe you're already running assessments, coaching, education, and counseling — but they live in different systems and can't talk to each other. Or maybe you're offering programs but haven't had a way to measure financial health at all. Either way, the question is the same: is any of this actually working?
Your assessment lives in one system (or you don't have one at all)
Your education tools (financial literacy content) live in another
Your coaching or counseling program lives in another
Your core banking data lives in another
Your people bounce between all of these with no connective tissue
And when your board asks "is our program working?" — you can't answer with data
1
Diagnosis
Score sits in a system
2
Prescription
Ad hoc or nonexistent
3
Uptake
Happening, untracked
4
Outcomes
Manual table-crossing
What you need is a workflow. A single platform that connects diagnosis to prescription to uptake to outcomes, then rolls every person's record up into validated outcomes — not a board slide with an average. That's Attune.
Every institution that operationalizes financial health discovers these same four beats. We didn't invent the FinHealth Workflow™ (FHW) — we named it. And Attune connects it into one FinHealth Record™ (FHR) per person: "this person's FinHealth Score® is 42" to "we recommended coaching and emergency savings" to "they completed 3 sessions" to "their Score improved to 58."
1
Diagnosis— What do we know?LIVE
Validated FinHealth Score® assessment across 4 pillars and 8 indicators. Population analytics, individual scores, and configurable instruments.
FinHealth Score® — rigorously validated across Spend, Save, Borrow, Plan. Built inside FHN.
White-labeled experience — branded to your organization, delivered via email, portal, or API.
Validated outcomes— What works across the population?LIVE
The four beats describe one person's record over time; the aggregate view describes the population. Analyzed across many people's records, the four beats become evidence your board and funders can act on — not a data dump, but a proof story.
Benchmarking — compare your population to peers, your industry, or a custom-matched panel.
Insights presentations — we translate the data into a story your leadership can act on.
Board-ready reporting — self-service population outcomes, score distributions, tier breakdowns, and trend lines.
How to start
Start with what you need. Grow from there.
Start with what fits your program today — adjust as your needs evolve.
Pricing based on population size, scope of integrations, and depth of research. Talk to our team for a tailored proposal.
Published evidence
Financial health predicts business outcomes.
Financial health isn't just good for people — it's a business driver with published evidence.
32%
More products adopted
At Virginia CU, Financially Healthy members adopted 32% more products than Financially Vulnerable members — and gravitated to high-margin products (CDs: 16% vs 2%, mortgages: 13% vs 0%).
The Financial Health Network defined the field of financial health — the frameworks, the research, the measurement methodology used by hundreds of organizations worldwide. Then they built Attune to turn that research into technology. FHN still owns nearly half the company and holds half the board seats. When you work with Attune, you're working with the people who wrote the playbook.
Your board is asking if the program works. Let's give them an answer.
The best next step is a 30-minute working session where we dig into your current program — what tools you're using, what you're measuring, where the gaps are. No pitch deck. Just a conversation.