A growing number of digital tools exist today to enable and support financial coaching and counseling. We evaluate a selection of these tools to see how they are changing nonprofit organizations’ capacity to provide these critical services. Financial coaching and … Continued
Topic: Financial Capability
This Executive Summary provides an overview of the findings and recommendations in the full report called Housing & Financial Capabilities: Integrating and Enhancing Services for Residents. The UNC Center for Community Capital (CCC) partnered with JPMorgan Chase & Co. (JPMC) to … Continued
This report identifies effective practices, locates shared challenges, and isolates key considerations for organizations seeking to engage in the work of integrating financial capability services into their existing housing work. Many housing providers are expanding beyond their traditional roles in … Continued
This report highlights innovative and unique examples of how housing and financial capability services can be integrated with each other, the range of financial capability services being provided, and how outcomes are being measured and evaluated. Financial instability limits opportunity for individuals and … Continued
The growth of fintech and the increasing adoption of digital financial services by consumers introduces new opportunities to increase access to financial services. However, a significant expansion of financial inclusion is not an inevitable outcome. Making fintech a true catalyst … Continued
The center’s evaluation of the CFSI’s Financial Solutions Lab, a five-year initiative managed by the Center for Financial Services Innovation (CFSI) with founding partner JPMorgan Chase & Co., offers key insights on how financial technology can influence low- and moderate-income consumer financial health.
Nearly all consumers make occasional impulse purchases and, generally speaking, enjoy doing so. While saving money may also be enjoyable, that enjoyment may be delayed, often far into the future, when savings are needed or used. Developers of a pilot … Continued