Solutions

Sessions and Workshops

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

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

Our 2021 Visionary Award: The Role of Leadership in Global FinHealth

Joined by our inaugural recipient Dan Schulman, President and CEO, PayPal, Jennifer Tescher, President and CEO, Financial Health Network, and the 2021 honoree, Her Majesty Queen Máxima of the Netherlands, United Nations Secretary-General’s Special Advocate for Inclusive Finance for Development, the discussion will include opportunities to ask questions about the role of leadership in advancing the mission and vision of financial health on a global scale.

Session

Bank of America’s Essential Solutions for Financial Health

Join us for a conversation with D. Steve Boland, President of Retail and Christine Channels, Head of Community Banking and Client Protection as they discuss how they build and implement solutions like Bank of America Advantage SafeBalance™, Keep the Change®, and their Bank of America Secured Card offering, and how they are tracking and evaluating these products’ impact on customer Financial Health.

Session

Rising to Meet The Challenge: Innovative Solutions for Workers and Students

Join us to learn how these innovators responded to the challenge, found ways to scale their offerings to meet the pressing financial health needs of the moment, and forged pathways to drive impact post-pandemic. We’ll also introduce attendees to the Financial Solutions Lab Accelerator’s new cohort of fintech startups, as we explore innovations that are helping consumers to build financial resilience and long-term stability.

Session

Oportun Card: Advancing Economic Equity Through Financial Inclusion

Since 2005, Oportun has leveraged AI-powered models and billions of unique data points to extend more than 4 million loans and $10 billion in affordable credit. This inclusive approach has allowed nearly 1 million customers to establish their credit histories. Find out how this deep commitment to understanding customer financial needs led to a new solution for managing income volatility and covering unexpected expenses – the 2020 launch of the Oportun® Visa® credit card.

Session
20 Oct 2020

Finding Out What Works

How do companies supporting the financial health of their customers and employees know which interventions are most effective? Here, we explore how a behavioral team operates within a financial services company to develop insights to create effective financial health solutions.

Session

Articles


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