Financial Services

Sessions and Workshops

23 Jun 2021 1:00 PM - 3:00 PM CT

Solutions

Learn what works with insights from industry experts on the types of financial health support consumers want and need from their financial institutions.

Session
23 Jun 2021 1:00 PM - 3:00 PM CT

Performance

In this session, hear perspectives from other companies already measuring financial health – the tools they use, and the ways they turn the data into action and impact.

Session
23 Jun 2021 1:00 PM - 3:00 PM CT

Infrastructure

In this session, learn what to consider when deploying resources at your organization, with insights from companies with unique approaches to building financial health infrastructure.

Session
23 Jun 2021 1:00 PM - 3:00 PM CT

Vision

Join us to hear how financial industry leaders have secured stakeholder buy-in to build financial health strategies, ensured employees understand and can rally behind a shared finhealth vision, and integrated financial health as part of their organizational culture.

Session

BlackRock’s Emergency Savings Initiative: An Ecosystem Approach to Partnerships

BlackRock’s commitment to financial well-being has sparked a series of cross-sector partnerships focused on making emergency savings more accessible for low-to-moderate income households. Join Claire Chamberlain, Managing Director of Social Impact at BlackRock, for a deep dive on BlackRock’s flagship philanthropic program and a closer look at their partner-centric approach to proving what is possible and advocating for what it’ll take to shift the entire system.

Session

Bank-Fintech Partnership Powers Financial Health

Join Rochelle Gorey, CEO and Co-Founder of SpringFour, and Ben Schack, Head of U.S. Digital Partnerships for BMO Financial Group, as they discuss their innovative financial health partnership. Learn how this award-winning social impact fintech and multinational bank teamed up to solve problems and deliver assistance for customers through the pandemic and beyond. Discover the impact of their efforts on their employees and brands, and consider tips for successful fintech-bank partnerships.

Session

Articles

17 Jun 2021

Financial Health Network Consulting Services

Consumer financial health benefits everyone, which is why more businesses are making it an integral part of their strategy. The Financial Health Network can help you uncover valuable insights to serve your customers, employees, and communities both profitably and responsibly.

Article
11 May 2021

How Embedded Finance Can Improve Financial Health Outcomes

By Mimi Joy, Director The use of embedded financial products, the offering of financial services products by nonbanks, increased dramatically during the pandemic. Often seen as a strong customer retention tool, and fueled by an explosion in digital commerce, the integration of payments, credit, and insurance products into digital platforms was a natural for a...

Blog
08 Apr 2021

Driving the Work of Economic Equity in Underserved Communities

While for many people in the U.S., seeing a bank—or several—is a daily occurrence, a lack of access to financial services is unfortunately a familiar story for underserved communities, especially communities of color. Last year, the Cherry Hill neighborhood of South Baltimore celebrated the opening of a 5,000-square-foot Chase bank branch, marking an important milestone:...

Article
23 Oct 2020

Will Financial Health Be the Next Transformation in Banking?

by Marisa Walster, Senior Director Recent history has certainly been eventful for the financial services industry. From the Great Recession of 2008 to the rise of smartphones, the industry has been confronted by global catalysts that have changed the face of consumer banking in the U.S. As we face the challenges of the COVID-19 pandemic...

Blog
30 Apr 2019

Making Financial Health more than a Buzzword

By Chandni Ohri, Director, Financial Health Network The financial services industry has been trying to regain the trust and rebuild the relationship with their customers after the fallout of the 2008 financial crisis. In their efforts to regain trust and engage with customers, financial institutions are launching new initiatives focused on financial health and wellness....

Blog
12 Sep 2018

The Convenience of Blaming The Other Guy

By Corey Stone, Entrepreneur in Residence, Financial Health Network My last post described the surprising cost — and inexplicability — of chronic overdrafting in the lives of households who struggle at the ends of the month. The small amounts and short periods of borrowing that overdrafts constituted led me to wonder why these consumers weren’t better able to avoid...

Blog
30 Jan 2018

Checks, Balances and the Myth of “Free”

By Jennifer Tescher, Financial Health Network Last week’s headlines gave the impression that America is suffering from a lack of basic financial access, particularly for lower-income consumers. The fact is, consumers have more access to high-quality, low- or no-cost transaction accounts than they have had in at least a decade, thanks to dramatic changes in...

Blog

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