Amy Cox Household Profile: Living Paycheck to Paycheck
U.S. Financial Diaries Case study: Amy Cox is a white 34-year-old single mother of two. She lives with her children, Hailey, 9, and Andy, 8, near Cincinnati, OH. A natural caregiver, Amy works at a day care center.
Financial Health and Community College Students
Understanding the three prominent financial health challenges that community college students face and how those students can improve their financial health through choosing and using quality products and services.
Compass Principles: Transaction Product Examples
This one-pager gives examples of applying the Compass Principles to transaction products.
Designing Breakthrough Solutions to Consumer Challenges
The Center for Financial Services Innovation (CFSI) offers consulting services that guide organizations through each stage of offering new solutions, from development to ongoing measurement.
Dispatch from D.C. — March 2016 — Executive Summary
8 Approaches to Unlocking Customer Opportunities
Discover eight learnings that the Center for Financial Services Innovation (CFSI) has gathered while helping more than 100 financial institutions engage more meaningfully with their customers.
Case Study: Re-Defining an Awards Strategy: Opportunity Finance Network
More than 68 million low-income Americans don’t get the financial services they need. This market gap that prompted a network of community development financial institutions to turn to the Financial Health Network.
“MyBudgetCoach” by Solutions for Progress
MyBudgetCoach (MyBC), operated and distributed by Solutions for Progress (SfP), is an online platform designed to complement and enhance existing financial coaching programs.
“MyPath Savings” by MyPath
MyPath partners with workforce development programs and financial institutions to help young adults improve their financial health.
Dispatch from D.C. — December 2015
“LIFT-UP” by National League of Cities
LIFT-UP (Local Interventions for Financial Empowerment through Utility Payments) is a multi-city initiative overseen by the National League of Cities’ (NLC) Institute for Youth, Education, and Families designed to provide financial counseling to delinquent utility customers
“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.”