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A Roadmap for Improving Financial Health

A Roadmap for Improving Financial Health

A Roadmap for Improving Financial Health

Pages 5 Pages

This infographic outlines BFA Global’s structured roadmap for helping financial institutions improve customer financial health through the FinnSalud initiative. Built around the DORA framework—day-to-day management, opportunities, resilience, and agency—the process includes institutional buy-in, identifying intervention opportunities through data analysis, co-designing pilots, and scaling successful interventions. The framework combines transactional data, financial health surveys, qualitative research, and profitability analysis to uncover practical opportunities for improving financial resilience among low- and middle-income populations. The infographic demonstrates how data-driven financial health interventions can align institutional goals with customer wellbeing while supporting susta

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