Member Summit 2018 Agenda
Member Summit 2018 was October 4-5, 2018 in Chicago, IL.
Making the Business Case for Financial Health
A business strategy oriented around consumer financial health offers banks, credit unions, lenders, and other providers an avenue for growth, organizational resilience, and profitability.
2018 Financial Health Leaders Spotlight: Safety Net, LLC
Listen in as we hear how Safety Net, LLC, a startup company fully owned by CUNA Mutual is using the CFSI Financial Health Score™ Toolkit, and the key takeaways the team is starting to learn.
Liability, Transparency and Consumer Control in Data Sharing
With industry leadership and regulatory support, there is an opportunity to build a liability framework for financial data sharing to support consumer protection, innovation and market growth.
Secured Credit Cards: Establishing a Path for New Immigrants
Secured credit cards can be an effective way to build U.S. credit history and thereby access affordable credit products and fully benefit from inclusion in the U.S. financial system.
“SavingsQuest” by Doorways to Dreams
Doorways to Dreams’ (D2D) SavingsQuest tool is an online and mobile platform that uses the principles of gamification to encourage savings among prepaid card users.
Five Ways to Expand the Appeal of Your Financial Technology Product
Financial technology (“fintech”) has tremendous potential – as a delivery channel for high-quality products and services – to help consumers improve their financial health.
Announcing 7 Companies Measuring Financial Health
The Financial Health Network’s Financial Health Beta Project is an initiative designed to help providers invest in their customers’ financial health. From June to December 2016, participating companies will use the Financial Health Network’s 8 financial health indicators to measure and track their customers’ financial health.
Case Study: Moving Beyond APR: How Oportun Re-Imagined the True Cost of a Loan so Customers Can Thrive
In partnership with the Financial Health Network, Oportun, a community development financial institution, have set about to understand and demystify the cost of credit that consumers face.
Designing for Financial Health: Stories and profiles from the Financial Capability Innovation Funds
We can educate consumers and provide access to financial products and services. But how do we help consumers use their knowledge and tools to improve their financial behavior and become financially healthy?
“MoneythinkMobile” by Moneythink
Moneythink pairs college student mentors with high school student mentees to provide coaching on sound financial management.
“MAGIC Mojo” by Piggymojo
Piggymojo built an online and mobile tool that uses goal visualization, social sharing and mobile technology to help savers turn impulse buys into “impulse saves.”