Kindred Credit Union has partnered with PMG Intelligence to launch the Financial Health Score calculator, a simple yet powerful tool designed to help individuals better understand their financial wellbeing. Through a short series of questions, users receive personalized insights and practical next steps tailored to their unique financial situation. Whether someone is creating a budget, planning for the future, or navigating a financial transition, the calculator provides clear guidance to help them move forward with confidence.
“We partnered with PMG Intelligence to ensure this tool reflects real-life financial experiences,” explains Paul Arsenault, Director, Wealth and Investments at Kindred Credit Union. “Kindred’s commitment to values-based banking means we’re always looking for ways to help you Make Peace with Your Money®.”
At Kindred, they believe financial confidence comes from knowledge and the right support.
The Financial Health Score is one more way they can guide people toward financial confidence, whether they are just starting out, preparing for retirement, or anywhere in between.
The Financial Health Score empowers Kindred’s members, giving them the opportunity to use the FHS tool as often as they wish, providing valuable insights into their financial health. When they are ready, they can connect with Kindred’s Wealth and Investment team for personalized, expert advice.
“We are thrilled to deploy FHS alongside our partners at Kindred Credit Union,” says Sean Kennelly, Chief Product and Innovation Officer at PMG Intelligence. “We have developed a system that provides a personalized score based on key areas of financial health, granting the Kindred team valuable insights into current and potential members.”
PMG is a highly experienced market research and intelligence agency with advanced skillsets in mathematics, psychology, sociology, business, and economics. They are dedicated to advancing industries through the development of next-level data capture and data analysis methodologies.
Over the past 30 years, they have had the opportunity to partner with many different organizations spanning a variety of industry segments. Today, their portfolio includes some of the largest and most recognized brands in North America, delivering unparalleled insights to their clients based on sound data that can be acted on quickly and with confidence.
As one of their clients, Kindred Credit Union’s purpose is cooperative banking that connects values and faith with finances, inspiring peaceful, just, and prosperous communities. They are a business driven by their shared values that acts to build a better world through cooperation with likeminded individuals, businesses, and organizations.
About Kindred Credit Union
Kindred Credit Union is a member-owned financial cooperative based in southwestern Ontario. Kindred’s values-centred approach is woven into everything we do and makes us the one-of-a-kind choice for those who want to connect their values and faith with their finances. Kindred offers a complete range of banking, borrowing, and investing products and services through eight branches and online. Members benefit from access to over 43,000 surcharge-free ATMs through THE EXCHANGE® Network in Canada and the Allpoint Network in the US. To learn more about Kindred, visit kindredcu.com.
Media Contact
Frank Chisholm
Director, Brand and Marketing
Kindred Credit Union
519.746.1010, Ext. 5211
About PMG Intelligence
Founded in 1993, PMG Intelligence is a market research and data science firm with disciplines in market research consulting, advanced analytics, behavioural segmentation, AI/ML engineering, and software development. Our purpose is to bring together our demonstrated expertise in market research consulting, advanced data analysis and data activation to improve business outcomes. For a demonstration of the Financial Health Score, visit www.pmgintelligence.com/contact/
Media Contact
Michael Banham
VP, Client Experience
PMG Intelligence
519.573.5633