Financial Solutions Lab Winners Brief
The Financial Solutions Lab at the Financial Health Network with founding partner, JPMorgan Chase, announced the nine winners of its $3 million competition for technology innovators.
Consumer Financial Health Study
This research explores the state of financial health in America in a groundbreaking examination of consumer behaviors, attitudes, and preferences.
Big Data, Big Potential: Harnessing Data Technology for the Underserved Market
This paper examines four key trends and explores how real-life companies are leveraging Big Data in financial services.
Opportunity Fund, Start2Save, and the Journey of Product Development
Learn how Opportunity Fund's savings program, Start2Save, has evolved to provide improved financial health benefits and economic empowerment to some of America's most vulnerable communities.
One-Page Overview of the Compass Principles
To help the industry take the lead in addressing these challenges and build trust with the public, the Center for Financial Services Innovation, in partnership with a cross-section of industry participants, created the Compass Principles.
Financial Technology Trends in the Underbanked Market
The emerging industry of technology startups providing financial services, known as FinTech, has typically targeted a relatively affluent customer base.
Sunrise Community Banks: Navigating the Learning Curve
Since launching its first general purpose reloadable prepaid card program in 2008, Sunrise Community Banks affiliate University Bank has expanded to issuing 50 prepaid card programs for 16 program managers.
Regions: Designing with a Fresh Eye: A Case Study in Meeting More Customers’ Needs
In this case study, the Center for Financial Services Innovation looks at the steps Regions took to create and implement products and services for the underserved, and why it is important to the bank to serve this customer segment well.
Accessing the American Dream: Utilizing Affinity Marketing to Reach Underbanked Populations
This report addresses the extent to which traditional affinity marketing models apply to underbanked segments while exploring the nonprofit community's role in marketing and distributing financial services.
Expanding Financial Services to Underbanked Consumers
This paper explores opportunities for using the moment of tax preparation to bridge the gap between the financial needs of underbanked consumers and services that can meet those needs.