Consulting Services:


Human-Centered Design Workshop

Connecting to the Consumer Financial Experience (FinX) is an in-the-field workshop, training, or corporate event. It allows financial product designers to experience firsthand what the challenges and opportunities are in accessing financial services.

Learn how FinX brought policy professionals together to tap into consumer challenges.



“It was a great experience, and made me think differently about tradeoffs between fees, convenience, and dignity.”

Paul Breloff, CEO of Accion Venture Lab

“What I saw surprised me, even though I frequently write about financial services for the unbanked.”

Kevin Wack, American Banker

“The challenge was simple, or so it seemed.”

Ariel Schwartz, Fast Company

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. 


Savings jars

“To experience something from a different person’s perspective -- and to be placed in a position of vulnerability -- that’s really powerful.”

Ben Knelman, Juntos Finanzas

“I applaud CFSI for going beyond just talking about consumer financial problems… to help really drive product design through action.”

Keith Armstrong

“When you are down to dollars and cents, frugality and timing are everything.”

Karen Durgans, Former USFD Field Researcher

“CFSI provided us with the opportunity to understand the changing needs of the community we serve and be a key partner in addressing those needs.”

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We look forward to getting to know you.