Competing on Financial Health: How Credit Unions can Win the Gen Y Market
Despite strong member satisfaction and negative consumer sentiment towards banks, credit unions’ market share of key profit drivers like mortgages and credit cards is in the single digits.
“PayGoal” by Neighborhood Trust Financial Partners
Can a workplace financial counseling program leverage mobile tools to boost the financial health of low-and-moderate income employees?
8 Approaches to Unlocking Customer Opportunities
Discover eight learnings that the Center for Financial Services Innovation (CFSI) has gathered while helping more than 100 financial institutions engage more meaningfully with their customers.
“MyBudgetCoach” by Solutions for Progress
MyBudgetCoach (MyBC), operated and distributed by Solutions for Progress (SfP), is an online platform designed to complement and enhance existing financial coaching programs.
Dispatch from D.C. – 2016 Outlook
“MyPath Savings” by MyPath
MyPath partners with workforce development programs and financial institutions to help young adults improve their financial health.
Infographic: Lessons Learned in Successful Product Distribution
New research reveals just how much money financially underserved consumers spend on financial products and services. The latest data shows that in 2014, consumers spent $138 billion to simply manage their financial lives.
“CollegeSet” Facebook app by Juma Ventures
Juma Ventures is a San Francisco-based youth development organization dedicated to helping low- income high school students save for and complete a four-year college degree.
“MoneythinkMobile” by Moneythink
Moneythink pairs college student mentors with high school student mentees to provide coaching on sound financial management.
Dispatch from D.C. — December 2015
Press Release: The Financial Solutions Lab at the Center for Financial Services Innovation Identifies Household Cash Flow as the Focus for its First Innovation Challenge
Millions of Americans feel the strains of personal cash flow challenges; points to significant opportunity for innovative solutions powered by technology SAN FRANCISCO–(November 18, 2015)–The Financial Solutions Lab at the Center for Financial Services Innovation (CFSI) today announced that household liquidity, the management and alignment of income and expenses, will be the focus of its […]
“LIFT-UP” by National League of Cities
LIFT-UP (Local Interventions for Financial Empowerment through Utility Payments) is a multi-city initiative overseen by the National League of Cities’ (NLC) Institute for Youth, Education, and Families designed to provide financial counseling to delinquent utility customers