This paper explores opportunities for using the moment of tax preparation to bridge the gap between the financial needs of underbanked consumers and services that can meet those needs.

This paper discusses the implications of stored value cards for unbanked and underbanked consumers, exploring positive effects such as the potential to build assets and improve credit records.

Learn why an inclusive financial system is important, who the underbanked are and what keeps them out of the mainstream, and what the government and private sector can do about this problem.

Learn key findings about retail locations in which consumers can access financial services, including the impact of ATMs, point of sale and kiosk technology, and reloadable stored value cards.