CFSICFSI
CFSI publishes a wide variety of papers, success stories and policy briefs throughout the year. These publications cover original research, overviews and assessments of outside projects, case studies of products and programs supported by CFSI, and other action-oriented, authoritative information that will drive productive change in the marketplace.

Our most recent publications are:

Research Papers

Employer-Based Collaboration: Lessons from Financially Fit Minnesota

by Sarah Berke, Rachel Schneider

The Financially Fit Minnesota (FFM) program is a model in which employers offer a set of strategies for increasing financial services participation in the workplace. Specifically, the program concentrates on increasing participation in direct deposit and retirement savings programs, with participating employers ...

22 pp.   
Posted: September 2009

Turning Today’s Economic Inflection Point into Tomorrow’s Savings Behavior

by Christina Hachikian

In today’s economic climate, the importance of saving has become of critical value. Financial services organizations, such as CFSI, are taking this opportunity to encourage new savings programs that would allow un- and underbanked consumers to utilize accounts which are both low-cost ...

25 pp.   
Posted: September 2009

Innovators Showcase

MoneyPass, Green Dot partner to offer ATM access without fees

CFSI Innovator’s Roundtable participant Green Dot Corporation and MoneyPass have signed an agreement that provides Green Dot cardholders with access to all surcharge-free MoneyPass ATMs in the United States. With more than 17,000 ATMs in all 50 states, Moneypass says the surcharge-free ATM ...

Posted: January 2010

CFSI Grantee Learning Briefs

In September 2007, the Center for Financial Services Innovation received a two-year, $2 million grant from The Walmart Foundation to create the Nonprofit Opportunities Fund. The Fund provides innovative nonprofit organizations with the funding, partnerships and peer learning they need to connect their ...

Posted: December 2009

Public Policy Statements

CFSI Comment to Federal Reserve Board Proposed Rule to Amend Regulation E of the Credit Card Accountability Responsibility and Disclosure Act of 2009

by Melissa Koide

 

This letter was submitted on behalf of the Center for Financial Services Innovation (CFSI) in response to the Proposed Rule that was issued in the Federal Register on November 20, 2009 at 74 Fed. Reg. 60986-61012.

Posted: January 2010

CFSI Comments on FDIC's Affordable Small Dollar Loan Guidelines

by Jennifer Tescher

 

2 pp.   
Posted: February 2007

CFSI Underbanked Consumer Study

FDIC National Survey on Underbanked a Crucial Piece to Understanding the Demographics of the Underbanked in the U.S.

CFSI says even more can be done to serve the underbanked by understanding their attitudes and behaviors

CHICAGO – December 3, 2009 –The FDIC’s National Survey of Unbanked and Underbanked Households is an essential piece to understanding who the underbanked are. The survey’s design ...

Posted: December 2009

Characteristics of Latino Un- and Underbanked Consumers

In this CFSI inBrief, "Characteristics of Latino Un- and Underbanked Consumers" provides analysis regarding the financial attitudes and behaviors of the 20.6 million underbanked Latino consumers in the U.S., representing 47% of the entire 44 million Latinos in the U.S.

Posted: July 2009

CFSI Video

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