Segmentation

CFSI in the News

Banking Strategy: Using Customer Data to Serve the Underbanked

CFSI's Josh Turnbull, Managing Consultant, Advisory Services, was featured in BAI's Banking Strategies.

In this article, Turnbull points out the that many financial institutions have fully realized the importance of serving the underserved, and are now committing to the next steps of action. ...

Las Vegas Review-Journal: Banks May Have Opportunity with Underserved Market

The New Underbanked Market Data Knowledge Brief released by CFSI and Core Innovation Capital was highlighted last week in the Las Vegas Review-Journal. Arjan Shutte, Senior Advisor, CFSI, states in the article that one out of every four consumers are classified ...

Innovators Showcase

Prepaid Card Aim at Hispanics Unveiled

Visa, a participant in CFSI's Innovators Roundtable has been making big strides in embracing Financial Inclusion. Coopera and The Members Group are now offering a prepaid card created specifically for underbanked Hispanics.

The prepaid, reloadable Coopera Card provides secured access to financial services ...

Research Papers

First Encounters Research Description

Corey Stone, CFSI Fellow, will be heading the special research project, "Time to Focus on First Encounters." This research effort will take an in-depth look at first interactions between financial institutions and young people and will spotlight innovative institutions providing products/solutions for ...

Preferences and Usage of Financial Services Providers inBrief

The CFSI inBrief, “Preferences and Usage of Financial Services Providers,” is the newest and latest data released from the CFSI Underbanked Consumer Study. This inBrief takes a deeper look at how consumer usage of financial services providers measures up to their preferences. ...

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: ...


© 2012 CFSI – info@cfsinnovation.com