Doing Well By Doing Good for Both Customers and Employees
PayPal’s Louise Pentland shares how, by taking care of its employees, PayPal also serves the interests of its other stakeholders.
Serving Small Businesses Through the Current Crisis and Beyond
How can banks, nonprofits, and fintechs best serve this crucial sector of our economy through the current crisis and beyond?
Rethinking How Banks Serve Customers and Protect Livelihoods on Main Street
Here Omer Ismail, Head of Marcus by Goldman Sachs, share insights on what banking looks like when customers come first, and how his own experiences as an immigrant shaped his perspective.
The Workplace of the Future: Building on Lessons from the Pandemic
Our expert panel shares insights on the current impact to the workforce and how the pandemic could forever transform the way we work.
Investing in Our Workforce Through a Culture of Care
In this conversation with Synchrony CEO Margaret Keane, we explore how organizations benefit by investing in a holistic approach to support their workers’ careers, health, money, and lives.
Day 5: Looking Ahead: An Integrated Financial Health System for All
As we emerge from COVID-19, explore trends, tools, and opportunities for leaders to address complex financial challenges, create stronger safety nets, and improve financial health for all.
Day 4: Rebuilding Resilience
With a focus on emergency savings, retirement, and insurance, we’ll explore the solutions that employers, policymakers, and other institutions are developing to help consumers recover and rebuild.
Financial Lives Episode 6: Good Advice Never Gets Old
What would older adults tell their younger selves if they could go back in time and do things to make managing their finances easier later on? This episode features touching, endearing, and sage advice from older adults across the U.S.
Financial Lives Episode 5: When Retirement Won’t Work
Once upon a time, retirement meant a paid-off house, a solid financial cushion, and time to relax. This episode explores how older adults approaching retirement today often find themselves unprepared financially and worried about what their future will actually look like. As for those who have already retired, the reality is often starkly different from the retirement they once imagined.
Financial Lives Episode 4: A Shock to the System
Financial emergencies following a health scare are becoming increasingly common. Unexpected hospital stays or a sudden illness or injury can wipe out savings, leaving many people unable to afford day-to-day expenses. In some cases, medical issues can force people into early retirement, cutting off potential earnings for years to come. This episode provides a glimpse into life after medical shocks and the difficulties older adults face as they try to bounce back financially.
Financial Lives Episode 3: The Caregiver Conundrum
Chronic healthcare issues are not only challenging for the people diagnosed, but for the loved ones taking care of them. These emotional and financial challenges grow exponentially when medical coverage and healthcare-related debt enter the picture. This episode takes you inside the lives of three families experiencing the challenges of caregiving and attempting to navigate countless financial roadblocks as they plan for an uncertain future.
Financial Lives Episode 1: When Fixed Incomes Fall Short
Pay for your medication or buy dinner? Many older adults living on fixed incomes have to make daily trade-offs like these, even if they’re able to supplement their steady paychecks or Social Security checks. This episode provides a glimpse into life on a fixed income, where constant budgeting doesn’t guarantee you can afford basics like groceries. Explore the realities of life for those who have officially retired and others who are still working and struggling to afford life in their later years.
Financial Lives Episode 2: All in the Family
Sharing a home with grandchildren, parents, or children is a familiar story these days, as more people over 50 find themselves living in multigenerational households. From helping with rent to pitching in with childcare, the benefits can be immeasurable – but having multiple generations under one roof isn’t always easy. This episode takes a step inside the joys and challenges that come with this dynamic living situation.
Day 3: Linking Health and Financial Health
Explore the link between health and financial wellness and the potential for solutions that bring leaders across medical and financial industries together in support of broad community health.
Day 2: Stabilizing Communities
Hear from industry leaders and stakeholders on how we can collectively continue to respond to the needs of underserved communities in times of crisis while building long-term solutions that lead to better lives.
Day 1: Redefining Livelihoods
In the aftermath of COVID-19, how can we move toward finhealth solutions that protect and empower workers and help small businesses to survive and thrive?
Financial Lives After 50: Rethinking the Golden Years
Discover key insights about the financial challenges and choices facing low- to moderate-income people ages 50 and over.
Webinar: Fintech for the 50+: How to Design for Low- to Moderate-Income Older Adults
Learn about adoption barriers and design recommendations for fintech users ages 50 and over, with insights from AARP Foundation and the Champlain Housing Trust.
EMERGE Financial Health 2019
See the event highlights which brought innovators together over three days to explore Trust, Tech, and Transparency. We discussed what it takes to earn – and keep – the trust of customers, employees, and communities in a data-driven age.
Fresh Ideas for an Emerging Market: Highlights from the 8th Annual Underbanked Forum
As developing technology and new regulations continue to spark competition and transform the marketplace, deep consumer knowledge remains the key to success for businesses across the sector.
Highlights from the Sixth Annual Underbanked Financial Services Forum 2011
More than 600 participants gathered at the Sixth Annual Underbanked Financial Services Forum to discuss the future of the marketplace for the underbanked.
Highlights of the Fifth Annual Underbanked Forum
As this year’s Forum made clear, the underbanked financial services industry is in a period of progress.
Highlights from the 4th Annual Underbanked Financial Services Forum
This paper outlines some of the major themes which emerged during Fourth Annual Underbanked Financial Services Forum, in 2009, inlcuding an exploration of the heterogeneity of underbanked market segments
Highlights from the 3rd Annual Underbanked Financial Services Forum
Gain insights from this third annual event, including the importance of building relationships, understanding the underbanked market, and increasing our conversations around saving.
Highlights from the 2nd Annual Underbanked Financial Services Forum
At this second annual event, attendees learned how to reach out to unbanked and underbanked consumers using various methods, including prepaid cards, remittances, credit scoring, and small-dollar loans.
Highlights from the Inaugural Underbanked Financial Services Forum
This event underscored the business opportunities inherent in serving the underbanked market and identified opportunities to help move consumers along a pathway to savings.
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