Rob Levy is Director, Research at the Center for Financial Services Innovation. In this position, Mr. Levy oversees CFSI's consumer research on the financially underserved consumer and its industry research on the trends and dynamics of the underbanked marketplace. He spearheads CFSI’s strategy for promoting and evaluating impact around three program areas: credit (including small dollar credit, alternative credit data, and credit building tools), transactions and deposits (including prepaid cards, mobile financial services, checking and savings accounts, check cashing, and remittances), and market-wide analysis (including underbanked market sizing, financial technology innovation and investment, and broad consumer trends). He manages execution of multi-method research projects, conducts individual research, and produces content for CFSI dissemination. Mr. Levy also works directly with internal and external stakeholders to help CFSI advance its strategic priorities with the goal of changing the financial services experience of underbanked customers.
Mr. Levy has spoken to diverse industry, nonprofit, and policy audiences, including the ATM, Debit & Prepaid Forum, Prepaid Expo, Microfinance USA, the Assets Learning Conference, FiSCA, the Underbanked Financial Services Forum, the FDIC Consumer Research Symposium, and the Federal Reserve Board Financial Literacy Seminar Series. He has also been quoted in numerous journals and blogs, including the American Banker and the Chicago Sun Times.
Mr. Levy’s interest in the underbanked stems from his time in business school, when he served as co-director of a student consulting team for START Bank, a startup community bank in New Haven targeting the underbanked, and as a summer associate for the mortgage foreclosure task force at the Greater New Haven Community Loan Fund.
Mr. Levy holds an M.B.A. from the Yale School of Management, and an undergraduate degree from the University of Pennsylvania.
You can follow Rob on Twitter @robdlevy.