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Videos

Browse Recorded Content

Access videos, recorded virtual event sessions, and series.

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Solutions

Solutions

Learn what works with insights from industry experts on the types of financial health support consumers want and need from their financial institutions.

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Performance

Performance

In this session, hear perspectives from other companies already measuring financial health – the tools they use, and the ways they turn the data into action and impact.

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Infrastructure

Infrastructure

In this session, learn what to consider when deploying resources at your organization, with insights from companies with unique approaches to building financial health infrastructure.

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Vision

Vision

Join us to hear how financial industry leaders have secured stakeholder buy-in to build financial health strategies, ensured employees understand and can rally behind a shared finhealth vision, and integrated financial health as part of their organizational culture.

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BlackRock’s Emergency Savings Initiative: An Ecosystem Approach to Partnerships

BlackRock’s Emergency Savings Initiative: An Ecosystem Approach to Partnerships

BlackRock’s commitment to financial well-being has sparked a series of cross-sector partnerships focused on making emergency savings more accessible for low-to-moderate income households. Join Claire Chamberlain, Managing Director of Social Impact at BlackRock, for a deep dive on BlackRock’s flagship philanthropic program and a closer look at their partner-centric approach to proving what is possible and advocating for what it’ll take to shift the entire system.

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Our 2021 Visionary Award: The Role of Leadership in Global FinHealth

Our 2021 Visionary Award: The Role of Leadership in Global FinHealth

Joined by our inaugural recipient Dan Schulman, President and CEO, PayPal, Jennifer Tescher, President and CEO, Financial Health Network, and the 2021 honoree, Her Majesty Queen Máxima of the Netherlands, United Nations Secretary-General’s Special Advocate for Inclusive Finance for Development, the discussion will include opportunities to ask questions about the role of leadership in advancing the mission and vision of financial health on a global scale.

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JPMorgan Chase’s $30 Billion Racial Equity Initiative

JPMorgan Chase’s $30 Billion Racial Equity Initiative

JPMorgan Chase & Co. has committed a groundbreaking $30 billion to providing economic opportunities for underserved communities, especially Black and Latinx communities, over the next five years. This spotlight provides context for how JPMorgan Chase & Co. approaches impact at the local level, how it has integrated financial health, as a key pillar to this work, and how it is holding itself accountable to help reduce the racial wealth gap.

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Bank of America’s Essential Solutions for Financial Health

Bank of America’s Essential Solutions for Financial Health

Join us for a conversation with D. Steve Boland, President of Retail and Christine Channels, Head of Community Banking and Client Protection as they discuss how they build and implement solutions like Bank of America Advantage SafeBalance™, Keep the Change®, and their Bank of America Secured Card offering, and how they are tracking and evaluating these products’ impact on customer Financial Health.

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Rising to Meet The Challenge: Innovative Solutions for Workers and Students

Rising to Meet The Challenge: Innovative Solutions for Workers and Students

Join us to learn how these innovators responded to the challenge, found ways to scale their offerings to meet the pressing financial health needs of the moment, and forged pathways to drive impact post-pandemic. We’ll also introduce attendees to the Financial Solutions Lab Accelerator’s new cohort of fintech startups, as we explore innovations that are helping consumers to build financial resilience and long-term stability.

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Oportun Card: Advancing Economic Equity Through Financial Inclusion

Oportun Card: Advancing Economic Equity Through Financial Inclusion

Since 2005, Oportun has leveraged AI-powered models and billions of unique data points to extend more than 4 million loans and $10 billion in affordable credit. This inclusive approach has allowed nearly 1 million customers to establish their credit histories. Find out how this deep commitment to understanding customer financial needs led to a new solution for managing income volatility and covering unexpected expenses – the 2020 launch of the Oportun® Visa® credit card.

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Capital One’s Affordable Housing Initiative: Bolstering the Financial Health of Underserved Communities

Capital One’s Affordable Housing Initiative: Bolstering the Financial Health of Underserved Communities

Desiree Francis, Head of Community Finance, will use this spotlight to explain the connection between affordable housing and financial health and how Capital One’s Digital Access (CODA) program pilot intends to improve the financial health of residents living in affordable properties the bank has financed by providing high speed digital access, devices, and digital education to families across the country.

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The Disparate Impacts of COVID-19 on Women

The Disparate Impacts of COVID-19 on Women

In this session, a panel of experts will discuss how the cascading economic consequences of the pandemic are reversing years of progress in workplace equity, and may have long-term implications for women’s financial lives for years to come.

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Integrating FinHealth Into Your Company’s DNA

Integrating FinHealth Into Your Company’s DNA

Learn how and why LendingClub made the strategic pivot to prioritize financial health in all of its products and services, how it transformed into a “financial health brand,” and how it’s tracking financial health impacts across its user base to measure success. Walk away with insights to transform your own organization’s financial health business strategy.

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Investing in Equity Based Solutions

Investing in Equity Based Solutions

In this panel discussion, hear from leaders in healthcare, financial services, and workplace about ongoing efforts to drive equitable outcomes for all and the role of financial health in this critical movement.

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Who’s Leading Our FinHealth Future?

Who’s Leading Our FinHealth Future?

Systems, industries, organizations, and leaders are all rising to the challenge and opportunity to make financial health the lens through which we emerge from the pandemic better than before. Financial health must be more than a program or a promise if we are to meet the moment we’re in. It must become a movement, and the movement needs leaders who are accountable to its outcomes.

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2018 Visionary Award

2018 Visionary Award

The Financial Health Visionary Award recognizes individuals who have shown unparalleled leadership in building a more accessible and inclusive financial system, and who seek to continue to inspire and encourage the next generation of leaders to innovate new solutions for the financially underserved. PayPal President and CEO Dan Schulman was the recipient of the inaugural award in 2018 for his commitment to transforming financial services to make life easier for billions of people around the world via the PayPal platform and network.

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Ask the Experts: Day 2 Interactive Roundtable and Closing Remarks

Ask the Experts: Day 2 Interactive Roundtable and Closing Remarks

Join some of the experts from our amazing Day 2 lineup for an interactive roundtable on workplace financial health. As audience members, you will drive the conversation. Our experts will respond to your follow-up questions on prior sessions or any other pressing workplace finhealth topics on your mind.

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Ask the Experts: Day 1 Interactive Roundtable and Closing Remarks

Ask the Experts: Day 1 Interactive Roundtable and Closing Remarks

Join some of the experts from our amazing Day 1 lineup for an interactive roundtable on workplace financial health. As audience members, you will drive the conversation. Our experts will respond to your follow-up questions on prior sessions or any other pressing workplace finhealth topics on your mind.

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