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.

Member Summit is designed just for you – featuring timely topics and solutions-based programming available only to Members.

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.

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.

Join us as we explore the business case for financial health with one organization that is testing and learning how to further financial health for its customers and its business.