Knowledge Briefs

New Underbanked Market Data from Core Innovation Capital and CFSI

CFSI and Core Innovation Capital released new data about the 2010 underbanked market size. The results demonstrate that there is not only a substantial need for financial products and services to serve the underbanked population, but a significant revenue opportunity in providing ...

Results from CFSI's Inaugural Industry Scan

Last fall, CFSI launched its inaugural Underbanked Industry Scan survey, our first-ever attempt to create a complete profile of the existing supply of financial products and services for the U.S. underbanked population. We surveyed the entire spectrum of suppliers to the underbanked ...

Results of the NBPCA/CFSI Survey:

Network Branded Prepaid Card Association and CFSI release new data on prepaid card usage and underbanked consumers.  The data delivers results from a survey of 400 underbanked prepaid card users and offers information on consumer satisfaction levels, card usage, rankings of ...

PERC RESEARCH-Fully Reporting Nonfinancial Payment Data

PERC RESEARCH-Fully Reporting Nonfinancial Payment Data: Impact on Customer Payment Behavior and Furnisher Costs and Benefits

 

CFSI is proud to have partnered with PERC on their latest research report, “Fully Reporting Nonfinancial Payment Data: Impact on Customer Payment Behavior and Furnisher Costs ...

Prepaid Cards vs. Checking Accounts inBrief

Inform your underbanked strategy with the Prepaid Cards vs. Checking Accounts inBrief and take advantage of this newly released segmentation data.  Do you want to bring more underbanked consumers into deeper financial relationships with your institution/organization? Then, you should read this inBrief ...

The CFSI Underbanked Consumer Study Fact Sheet

The purpose of the study was to conduct a segmentation analysis of underbanked and unbanked consumers based on attitudes, behaviors and experiences relative to both formal and informal financial services, products, and institutions.  Four industry leaders co-sponsored the study with CFSI: ...

Accessing the American Dream: Utilizing Affinity Marketing to Reach Underbanked Populations

This report addresses to what extent traditional affinity marketing models are applicable to underbanked segments and explores the role of the nonprofit community in marketing and distributing financial services through affinity programming. The report also expands on our understanding of affinity marketing ...

16 pp.   

Results of Survey on the Unbanked Market, 2005 BAI Retail Delivery Conference and Expo

During the BAI Retail Delivery Conference and Expo in November 2005, CFSI conducted an informal survey of financial service companies' interests in and experience with the underbanked market. The survey results can be found here.

2 pp.   

From the Margins to the Mainstream

From the Margins to the Mainstream: A Guide to Building Products and Strategies for Underbanked Markets (for chapter links, see below)

The Retail Financial Services Initiative (RFSI) is a three-year project organized by NCIF that seeks to increase the quantity and quality of ...

Innovation Trends in Nonprofit Financial Services to the Underbanked

Center for Financial Services Innovation (CFSI) seeks out and funds the most innovative nonprofits providing financial services to this market. In 2005, CFSI received almost 1,000 inquiries that yielded just under 100 applications for funding. While four projects were selected for funding ...

8 pp.   

© 2012 CFSI – info@cfsinnovation.com