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Webinar: Designing and Delivering the Next Generation of Payroll Cards
April 30, 2015

Join Thea Garon and industry leaders from Visa, NBPCA, and MasterCard Worldwide to discuss how your company can structure payroll cards to foster business success and positive user outcomes. Register today.
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The Financial Clinic Webinar - Transformative Scale: How the Financial Development Sector is Leveraging Technology to Build Financial Security
April 30, 2015

Josh Sledge moderates a discussion on strategies for scaling financial security initiatives.
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What is Financial Health? And Why Public Health and Community Development Professionals Should Pay Attention
April 21, 2015

The Build Healthy Places Network’s Barbara Ray sat down with Jennifer Tescher in Chicago to talk more about the role of financial health in improving family and community well-being.
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U.S. Financial Diaries: Coping with the Cost of Healthcare
April 21, 2015

The burden of medical costs in America is no secret. And the question of how people – especially the poor – can afford to stay healthy remains wide open.
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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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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