Transforming underbanked practice requires the collection and evaluation of meaningful customer and segment data, the development of innovative technologies and approaches, and broad acceptance and scale. Networking and cross-industry partnerships and relationships play a vital role in achieving these goals. CSFI uses a variety of methods to identify and nurture productive relationships among traditional and non-traditional financial services providers, established institutions and start-ups, and other relevant organizations.

The Innovators Roundtable provides a forum for pioneering industry leaders from across the financial services spectrum.

The Underbanked Solutions Exchange provides mid-sized banks and credit unions the opportunity to learn the latest best practices, engage in extensive knowledge-sharing with peer institutions and build relationships with pioneering service providers.  

CFSI Development Labs offer a small group of leading innovators through peer learning opportunities in order to strengthen their capacity, sophistication, and efficiency in delivering solutions that promote the financial capability of underserved consumers.

CFSI's Senior Manager and Consultant, Karen Andres kandres<at>cfsinnovation.com oversees both the Innovators Roundtable and the Underbanked Solutions Exchange.