How Banks Can Measure and Support Customer Financial Health Outcomes

Summary

The OCC encourages national banks and federal savings associations to support consumers' financial health in a safe, sound, and fair manner. This report identifies a way to consider consumer financial health, proposes and encourages use of financial health measures, and provides examples of financial health measure use cases and actions that may contribute to improved customer financial health. It is intended to contribute to broader efforts to measure financial health as a means of supporting improved financial health outcomes.

• Financial Health Vital Signs Infographic (PDF)