CFSI offers a variety of programs to assist the financial services community in better understanding and serving underbanked consumers. These are grouped into six focal areas:

Research & Strategy

This includes CFSI's original research projects as well as identifying other research, information and experience-based learnings that help companies strengthen their underbanked strategy and practice.

Investment

CFSI supports promising new companies, products and solutions through direct investment via its Catalyst Fund, grants, and by working to attract and organize funding from other sources.

Networking

CSFI uses a variety of methods to identify and nurture relationships among traditional and non-traditional financial services providers, established institutions and start-ups, and other relevant organizations.

Roundtables

Both the Innovators Roundtable and the Responsible Credit Roundtable bring significant parties in the underbanked space together to collaborate and drive industry-wide change.

Communication

CFSI utilizes multiple channels to disseminate research and information, build alliances, fuel expanding support and acceptance of underbanked strategy, promote best practices, and ultimately transform the financial services landscape.

Public Policy

CFSI engages with private and governmental groups to encourage development of a policy and regulatory environment that will enable the financial service industry to profitably meet the short and long term needs of the underbanked.