Topics | Preferences

Research Papers

One Size Does Not Fit All: A Comparison of Monthly Financial Services Spending

by Rachel Schneider

The Center for Financial Services Innovation (CFSI) has conducted an investigation into the amounts that prepaid cardholders spend each month to conduct essential financial transactions, and compared that to the amounts that they would spend if they remained underbanked or used checking ...

Posted: June 2009

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 ...

Posted: April 2009

Preferences and Usage of Financial Services Providers inBrief

by Michael J. Herrmann

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. ...

Posted: November 2008

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: ...

Posted: June 2008