Case Study: Meeting the Needs of Underserved Consumers

Designing a Financial Package



The Financial Health Network Consulting Services

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Prepare + Prosper (P+P) is a multifaceted nonprofit organization focused on financial well-being and economic justice for low- and moderate-income individuals. They developed the FAIR (Financial Access in Reach) initiative, a product bundle that includes a checking account, a savings account, and a credit builder loan designed to help financially underserved individuals avoid fees, save money, and (re) build credit. The Financial Health Network was tasked with validating the concept’s appeal and feasibility with all stakeholder groups, identifying potential product partners, and recommending steps to construct an effective pilot. Read the full case study to learn about our approach and outcomes.

“We thought big, with no limits. The Financial Health Network packaged it into reality. They put fees, features, and costs to it. We found that our vision wasn’t totally feasible, but we didn’t feel like we sacrificed. The Financial Health Network focused our vision and they connected us to the right people.”  

Anne Leland Clark Financial Capability Director, Prepare + Prosper
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