Consulting Services

Design Higher-Quality Financial Products

Financial services should improve consumers’ lives. Providers can shape consumers’ behaviors by offering smartly-designed products and tools to help them make the right choices.

Who We Are

CFSI’s consulting services leverage a deep understanding of consumer needs, innovation processes, and high-quality product design. We guide organizations through the entire product development cycle-- from enterprise strategy definition to launching solutions and evaluating impact. Our team boasts an impressive array of private sector experience from Fortune 500 companies, fintech companies, and more.

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Consulting Services

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The CFSI Advantage

In a world with so much data and financial services expertise, CFSI rises above the rest in consumer insights. Drawing from our unparalleled network of providers, our advice is grounded in experience and tailored to meet your goals. Our expertise comes from a pool of specialists, researchers, and analysts to bring you customized and actionable solutions.

We are passionate and motivated about improving consumer financial health in a profitable and scalable way. Watch a short video on the importance of designing with the consumer at the center.

Some of Our Satisfied Clients

Bank of the West
Clearpoint
Intuit
Intuit
Opportunity Finance Network OFN
Prepare and Prosper
Self Help Federal Credit Union
Visa
Anne Leland Clark Financial Capability Director Prepare + Prosper

“CFSI shared our passion and vision for better products and distribution channels to meet the underserved consumer segment where they are.”

Anne Leland Clark, Financial Capability Director
Prepare + Prosper

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We look forward to getting to know you.