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Payments 2015
April 21, 2015

John Thompson examines how deep consumer insights will drive future product design and industry innovation.
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BAI Webinar: Retail Banking Outlook 2015 - Part 2
April 21, 2015

Sarah Parker joins BAI's Joe Agostinelli to discuss industry trends and opportunities in financial health.
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PlanPhilly: Can SEPTA Key unlock financial services for the underbanked?
April 8, 2015

Thea Garon weighs in on ways Philadelphia's new transit fare card could impact the financial health of users. 
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The Financial Effects of Household Composition
April 6, 2015

Data from the U.S. Financial Diaries give us an opportunity to zoom in on household composition and how it plays a role in financial well-being. We know that changes in household structure can make a difference in income and poverty level, and early USFD analyses show that it’s not necessarily in ways we might expect.
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InsuranceNewsNet: Personal Saving Reaches Highest Level In 2+ Years
March 31, 2015

Citing data from CFSI's Consumer Financial Health Study, this article explores the implications of recent trends in personal savings. 
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CFSI convenes a network of engaged, committed financial services providers that are committed to strengthening consumer financial health.  We connect people with research, ideas, funding, and each other to lead the nation in innovation solutions for the marketplace. We care about the financial health of everyone, especially the underbanked and the underserved, traditionally an overlooked segment of the financial services market. Click here to learn more.

Research by Topic


  • Payments

    Payments is a rapidly changing area of the industry with great potential to increase the financial health of financially underserved Americans.

  • Savings

    How can consumers save money when they are struggling to cover monthly expenses?

  • Credit

    For ten years, CFSI has been conducting research and seeding innovations to answer the question: What if people got the credit they deserve?

  • Consumer & Market Analysis

    Consumer research lays the foundation for product design and public policy.

Meet our team