The Compass Framework and Tools

The Compass Principles are guidelines for the U.S. financial services industry. They affirm standards of excellence in the design and delivery of basic tools that people use to manage their daily financial lives.

 

The Four Principles Are:
1.      Embrace Inclusion: Responsibly expand access.
2.      Build Trust: Develop mutually beneficial products that deliver clear and consistent value.
3.      Promote Success:  Drive positive consumer behavior through smart design and communication.
4.      Create Opportunity: Provide options for upward mobility.

To read the full Compass Principles white paper, click here.

Additional Tools & Quick Reference Guides: