Reexamining Overdraft Programs: A Guide for Financial Institutions
Reforming overdraft can help institutions improve customer finhealth, acquire new customers, and boost loyalty.
EMERGE Financial Health 2021
Catch up on key moments from our June 2021 virtual event, EMERGE Financial Health.
The Cost of Financial Services for Struggling Households
FinHealth Spend Report 2021 co-author Meghan Greene goes beyond the numbers to shed light on the products that are driving spending and examines the meaningful disparities that impact the lives of millions in this member-exclusive video.
Solutions
Learn what works with insights from industry experts on the types of financial health support consumers want and need from their financial institutions.
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.
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.
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.
Earned Wage Access and Direct-to-Consumer Advance Usage Trends
One in five families has less than two weeks of liquid savings. For the many U.S. workers living paycheck to paycheck, financial distress can occur in the time between earning and accessing wages.
3 Approaches to Using Administrative Data To Measure Financial Health
Choosing the best approach to implement will depend on a company’s proposed use case, available data types, and resources available for analysis.
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.
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.
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.