CFSICFSI

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Research Papers

CFSI and Asset Funders Network - Financial Services and Asset-Building Brief

Millions of lower-income consumers lack access to high-quality financial products and services that simultaneously meet their short-term needs and prepare them for long-term financial success. Dramatic changes in technology, demography and the structure of the financial services industry provide new ...

Nonprofit Innovations for the Underbanked: Trends and Developments

by Shaw-Lin Chaw, Sarah Gordon, and Michael J. Herrmann

An increasing number of nonprofit organizations have entered the underbanked market as facilitators or service providers, resulting in a broader array of affordable and well-designed products and services that provide asset-building opportunities for underbanked consumers.  Nonprofit organizations are innovating in ways that ...

16 pp.   

Meeting Them Where They Work: The Promise of Financial Services Distribution in the Workplace

by Katy Jacob
This report outlines a variety of ongoing and emerging opportunities to distribute financial services through the workplace. The foundation for this paper is based on presentations given at the NCIF Annual Development Banking Conference, June 15-16, 2005, which included the Workplace Based ...
11 pp.