Financial Fitness Group

Financial education solutions for Banks

We help Banks assess, measure, and track employee and consumer financial health

Assess, Benchmark, & Measure Financial Health at your Bank

Financial Fitness Group is driven to empower Banks to foster financial literacy among their employees and their communities. Key data and metrics show that when a Banks employees have a basic understanding of financial health and fitness, they can better empower customers to navigate their economic challenges. Our solutions have been shown to be effective at helping banks educate low-income consumers to better comply with the Community Reinvestment Act (CRA). Having a strong financial wellness strategy in place can enhance CRA compliance and be good for a financial institution’s bottom line.

Through the years, we've built a proven formula for success. By utilizing psychology, technology, and game mechanics, we've made financial learning easy, effective, and fun. That's why for over a decade, banks and financial institutions nationwide have partnered with us to help them measure and document consumer financial well-being and health. 

Ready to create a financial well-being strategy for your Bank?

Discover how we can help you create and implement a successful financial wellness strategy for your employees and customers.

Financial Fitness Platform

Our personalized digital platform is flexible, scalable, and impactful for Bank employees and their customers.

Measuring and tracking the impact of financial well-being for employees is crucial to the overall strategy for your customers. Whether you want to educate your employees or engage with your customers for deeper, more meaningful relationships, we offer a solution that can reach and impact all your participants.

Our team of experts start with a consultative approach to understand your KPIs and requirements to guide you in selecting the features that make the most sense for your program. Contact us today to learn how we can help.

Product Features

FINRA Compliant Financial Content

We offer the largest library of FINRA compliant content ranging from beginner to advance through articles and tutorials, infographics, financial charts, video courses, and more.

Interactive Calculators

Over 100 interactive calculators to select from, allowing participants to calculate economic scenarios such as 'how much should I save for retirement?'

Secure & Private with 24/7 Access

Participants can access the platform anywhere, anytime, and from any device. Data is kept private and confidential.

Knowledge Change Quiz Questions

Pre-and post-tests to benchmark and track real knowledge change amongst your users.

Data & Analytics Dashboard

The administrator reporting dashboard tracks user progress and financial health at an individual and organizational level.



Levels, badges, points, and certificatess keep users engaged and motivated to learn.

SSO Integration

We offer Sigle Sign-On Integration for a seamless experience.

Branding & White Labeling

Brand your Financial Fitness Platform with your company logo and brand colors to provide for a complete user experience.


Connect and cross-link users from our platform to other products, services, resources, or actions you want them to take.

User Feedback Surveys

Satisfaction and behavior change surveys provide tangible data on program ROI, satisfaction, and participant behavior change impact.


Financial Fitness SCORE™

Assessing and Benchmarking Financial Health & Well-being for Bank Employees and Customers

Our proprietary Financial Fitness SCORE™ is the only research and academic-based assessment in the financial wellness market and can be added to your Financial Fitness Platform configuration. Users take the initial Financial Fitness Checkup to generate a SCORE™ similar to that of a credit score, but with more robust data. The Financial Fitness SCORE™ is formulated by collecting millions of data points about the three key components of financial health, or what we call the “A,B,C’s” of financial well-being:

  • Aptitude - What we know
  • Behavior - How we behave 
  • Confidence - How do we feel 

It leverages questions from the Financial Well-Being Scale and retains a license to manage its central databank, giving banks and financial institutions access to valuable data on the financial health of their populations. Our Financial Fitness Checkup assessment and SCORE™ can be added to your Financial Fitness Platform configuration. Schedule a demo to learn more and see it in action.

financial wellness assessment

Contact us to learn how we can help you assess, benchmark, and change the financial health of your Bank.

Banks and other financial institutions utilize our financial education platform to help employees increase their financial knowledge to serve their customers better and empower their employees at large.

Financial Education for Bank Employees

Financial Education for Bank Customers

White Paper: How Banks can use the Community Reinvestment Act to implement Financial Education

Now more than ever, financial institutions have a role in providing financial education to help meet the needs of low-income individuals and their families. Given economic imbalances and the increased number of lower-income individuals in the past several years, there is a necessity and an opportunity to keep these individuals educated. The Community Reinvestment Act of 1977 (CRA) has helped make huge improvements in our cities, prompting trillions of dollars of investment in lower-income communities. The recent focus has moved to promote financial education as a solution to reaching low-income people, which means having a strategy in place can enhance CRA compliance and benefit a financial institution’s bottom line. This white paper provides information about CRA and how banks can stay compliant by using Financial Fitness Group's solutions.


Thought Leadership & Collaboration With The Nations Most Forward Thinking Institutions

Logos for Website 2023-Banks

What’s Your Financial Fitness SCORE™?

The key to Financial Fitness starts with the basics. Where do you rank?

Take our Mock Checkup to get your Financial Fitness SCORE™!

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Financial Fitness SCORE

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Financial Fitness SCORE
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