Assessing Customer Financial Health Goes Beyond Product Offerings
Your current and future customers are seeking your help to improve their financial health. How will your support and guidance lead them to success?
If You Build It, Will They Come? Lessons To Increase Product Uptake
的财务状况及rk teams up with Elevate and Finicity to ensure that the right audience finds and engages with a financial health product.
Addressing the Financial Health Needs of Small Business Owners
Read this report to discover the four financial health needs that are especially relevant for small business owners and learn which innovators are working to support entrepreneurs’ financial health.
LA Times: For a day, I was one of the millions of Americans without a bank account. It was humbling
This article written by Los Angeles Times banking and finance reporter James Rufus Koren describes his experience during FinX at EMERGE. Koren recounts what he and other finance professionals learned as they spent a morning in Hollywood experiencing first hand the daily challenges facing the un- and underbanked. Read the article
2017 Payroll Industry Scorecard
的财务状况及rk offers its first quality assessment of the payroll card industry.
Compass Principles: Transaction Product Examples
This one-pager gives examples of applying the Compass Principles to transaction products.
2016 Prepaid Industry Scorecard
With millions depending on prepaid cards to help manage their financial lives and forthcoming CFPB regulations, it is important to gauge the quality of products in the marketplace and to encourage prepaid card issuers to develop offerings that actively improve consumers’ financial health.
“MyBudgetCoach” by Solutions for Progress
MyBudgetCoach (MyBC), operated and distributed by Solutions for Progress (SfP), is an online platform designed to complement and enhance existing financial coaching programs.
“MyPath Savings” by MyPath
MyPath partners with workforce development programs and financial institutions to help young adults improve their financial health.
“CollegeSet” Facebook app by Juma Ventures
Juma Ventures is a San Francisco-based youth development organization dedicated to helping low- income high school students save for and complete a four-year college degree.