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Consulting Services / Customer Needs
FinX
FinX is an in-the-field activity that provides participants with a deeper understanding of the complexity of consumers’ financial lives. The workshop is an opportunity for participants from financial institutions, regulatory groups, technology companies, and more to learn about consumer financial challenges by going beyond the classroom and become embedded in a real-life experience where they must make some of the same decisions struggling consumers face on a daily basis.
We’d love to work with you. Learn more about our consulting services, including FinX.
FinX at EMERGE
An Experience You Won't Forget
Cashing checks, obtaining a payday loan, loading a prepaid card, and making minute-by-minute cost-versus-time trade-offs. FinX facilitates an immersive experience for participants, complete with real-life challenges and up-to-the-minute scenarios that unfold as the day goes on.
Learn More About FinX
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LA Times: For a day, I was one of the millions of Americans without a bank account. It was humbling
This article written by Los Angeles Times banking and finance reporter James Rufus Koren describes his experience during FinX at EMERGE. Koren recounts what he and other finance professionals...
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Case Study: A Walk In Their Shoes: Improving Financial Health Solutions Through Empathy-Led Learning
Regions Bank participated in FinX to gain insights through first-hand experiences of the challenges that underserved consumers may face in an interactive, real-world structure.
Financial Health Read More -
Case Study: Learning Consumers’ Struggles By Walking in Their Shoes with USAID and U.S. Treasury Department
USAID and the U.S. Treasury Department hosted a FinX, an in-the-field opportunity that puts participants in consumers’ shoes and has them tackle the challenges they face head-on.
Consumer, Financial Health, Underbanked, Prepaid Cards Read More
We'd love to work with you.
The CFSI team will be in touch with you shortly.