The Underbanked Financial Services Forum has become a bellwether for the industry serving the underbanked. Judging by this year’s Fourth Annual Forum, presented by SourceMedia with the Center for Financial Services Innovation (CFSI), the industry is strong. Despite challenging times for the broader financial services industry, turnout was robust and the audience was highly engaged. As the financial services landscape shifts, attention continues to focus on improving the quality and quantity of financial products and services and expanding opportunities for saving and asset acquisition. The forum is unique in its ability to bring together a full spectrum of stakeholders for substantive conversation about opportunities to serve underbanked consumers with affordable and appropriate market-driven products. Nearly 450 participants took part, representing banks and credit unions, nonprofits, investors, technology and service companies, researchers, regulators, retailers, and other providers.




