FOR ENTERPRISE

Financial health drives engagement. Engagement drives revenue. You need the methodology to make it real.

The FinHealth Score® is to financial health what FICO is to credit risk: rigorously validated, ready to embed, and trusted by major enterprise partners in financial services. Build engagement, cross-sell, and retention on the standard, not from scratch.

Three bad options for adding financial health to your products:

You run a consumer-facing product at a major financial services company. Financial health is becoming a strategic capability — your competitors are moving, regulators are setting expectations, and your board is asking questions. But you're stuck.

OPTION 01

Build it yourself

You can hire researchers and build your own model. But a robust methodology takes years of testing across diverse populations — and it's never done. When the science evolves, your model has to keep pace.

Even the most sophisticated models need a validated methodology as ground truth. Building your own creates that need — it doesn't eliminate it.
OPTION 02

Use credit scores as a proxy

You already have credit data. But credit scores measure one dimension. A 750 credit score with zero emergency savings is "credit healthy" but financially vulnerable.

Financial health spans spending, saving, borrowing, and planning. Your customers increasingly know the difference.
OPTION 03

Do nothing and wait

It won't go away. When the OCC publishes vital signs, the BIS convenes on measurement, and the UN renames its mandate to "financial health" — the direction is clear.

The companies that figure out the measurement foundation first will have a structural advantage that's hard to replicate.

What you need is a validated methodology, the scoring infrastructure to embed it, and the benchmarks to prove it works — without reinventing the wheel. That's Attune.

Rigorously validated. Ready to embed.

4 pillars, 8 indicators, developed and validated over a decade by the Financial Health Network and USC. Attune is the exclusive technology platform. When FHN updates the methodology, your integration updates automatically.

4
Pillars: Spend, Save, Borrow, Plan
8
Validated indicators
10+
Years of FHN + USC validation

We provide the methodology. You own the experience.

Attune provides the methodology, the data, and the evidence. You build the experience your users see.

ATTUNE PROVIDES
  • Diagnosis Validated instrument, scoring engine, and pillar-level data delivered via API, iFrame, or webhook.
  • Reassessment Same instruments, post-intervention. Track whether individual financial health actually changed.
  • Proof Cross-institutional benchmarks, population outcomes, Financial Health Pulse® comparisons.
YOU BUILD
  • Routing Personalized content, targeted cross-sell, product recommendations based on pillar breakdown.
  • Intervention In-product experiences, CRM campaigns, content engagement funnels.

Start simple. Go deep.

Enterprise integrations follow a natural progression from fast-to-deploy to deeply embedded.

Example: Score + enrich in real time
// Score an assessment
POST /v1/assessments
x-api-key: sk_live_...
Content-Type: application/json

{
  "version": "1.1",
  "personId": "person_123",
  "responses": {
    "fhn1_code": 1, // Spend vs. income
    "fhn2_code": 2, // Bill payment
    "fhn3_code": 1, // Liquid savings
    // ... 8 codes total
  }
}

// → 201 Created
{
  "id": "asmt_m5abc_0001",
  "overallScore": 80.0,
  "tier": "Healthy",
  "pillars": [
    { "pillar": "spend",
      "score": 80,
      "tier": "Healthy" },
    { "pillar": "save",
      "score": 87.5,
      "tier": "Healthy" },
    { "pillar": "borrow",
      "score": 82.5,
      "tier": "Healthy" },
    { "pillar": "plan",
      "score": 70,
      "tier": "Coping" }
  ]
}
Delivery mechanisms
  • REST API Real-time scoring. OpenAPI spec. Auto-generate client libraries.
  • iFRAME White-labeled assessment embedded in your app. Your brand, our engine.
  • WEBHOOK Event-driven delivery. Trigger actions the moment a score is calculated.
  • SFTP Automated bulk exports for data warehouse ingestion at enterprise scale.

Assessment drives engagement drives revenue.

Validated financial health assessment creates the engagement loop. Diagnosis drives personalized insight. Insight drives recommendations. Recommendations drive cross-sell and retention.

ATTUNE

Assessment

Attune methodology + scoring via API, iFrame, or webhook

YOU BUILD

Personalized Guidance

Your routing, your UX, powered by pillar-level data

OUTCOME

Incremental Engagement

More logins, deeper sessions, content consumption

OUTCOME

Billing Persistency

Reduced churn, longer retention, higher LTV

OUTCOME

Revenue

Cross-sell, upsell, and measurable ROI

How a major credit bureau chose to embed, not build.

One of the three major credit bureaus evaluated whether to build financial health scoring or embed a validated methodology. They have more consumer data than almost anyone. They have data science teams. They chose Attune.

PHASE 1 — COMPLETE
Test
3-6 months
Embed assessment in onboarding and reactivation flows via iFrame. Prove methodology fit. Answer the first question: does anyone actually use this?
PHASE 2 — IN PROGRESS
Measure
6-12 months
Build native in-product assessment via API. Set a recurring reassessment cadence. Run A/B tests with holdout groups to measure engagement lift.
PHASE 3 — ON THE ROADMAP
Expand
Multi-year
Integrate internal scoring models alongside survey data. Combine subjective and objective financial health views. Personalize across product lines.

Financial health predicts business outcomes.

Financial health doesn't just diagnose — it predicts engagement, retention, product adoption, and lifetime value.

32%

Higher product adoption

Virginia CU proved that financially healthy consumers show 32% higher product adoption — and gravitate to high-margin products (CDs: 16% vs 2%, mortgages: 13% vs 0%).

Cross-sell interest

Customers who believe their FI supports financial health are 5× more likely to purchase additional products. Yet only 14% feel they get that support.

6 years

Ahead of schedule

ING Netherlands built a transactional financial health indicator, tracked 12-month outcomes against control groups, and hit their 2030 target six years early.

Why Attune — not build your own.

Every enterprise client we work with evaluated the alternatives. Here's what they found.

Alternative What happens Why Attune wins
Build your own scoring 12-18 months of R&D. Hire research scientists. Validate the methodology. Still no benchmarking data. Launch to market in weeks, not years. Rigorously validated over a decade.
Credit scores as proxy One dimension instead of four. A 750 score + zero savings = "credit healthy," financially vulnerable. Full picture: spending, saving, borrowing, planning. Combine with your credit data.
Academic / consulting You get a paper. No API, no scoring engine, no infrastructure. Research + infrastructure + enablement in one engagement.
Do nothing and wait Competitors pull ahead. First-mover advantage becomes unreachable. Phased engagement de-risks the investment. Prove the hypothesis first.

Built on a decade of financial health research.

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.

2016
FHN invents the FinHealth Score®.
2020
FHN builds Attune as the technology platform.
2023
Attune becomes independent. FHN keeps the stake and the science.
2026
FHN refines FinHealth Score® v1.1. Attune ships it.

The direction is unmistakable.

Financial health measurement is moving from voluntary initiative to regulatory expectation. The infrastructure to meet it barely exists.

JUN 2024

OCC publishes Vital Signs

The Office of the Comptroller of the Currency published a voluntary framework for banks to track positive cash flow, liquidity buffers, and on-time payments.

SEP 2024

New UN mandate

The United Nations appointed a dedicated Special Advocate for Financial Health — evolving a 15-year inclusive finance mandate into a focused financial health role.

NOV 2025

Global regulators convene

The Bank for International Settlements hosted the first workshop dedicated to embedding financial health in regulatory frameworks.

"Regulators should focus on encouraging financial institutions to adopt and accelerate their own financial health measurement initiatives. Regulators should continue to prioritize engagement, innovation, and building momentum towards a race to the top."

— Michael Hsu, Former Acting Comptroller of the Currency · FHN EMERGE 2025

Design a Phase 1 pilot.

The best next step is a structured discovery session with your product team. We'll dig into your use case, design a pilot, and give you real data to make the scale decision.

Book a Call