Track 2: The Role of Institutions

How are providers within financial services, nonprofits and the government rising to meet the financial health challenges of the people and communities they serve? Get first-hand insights from leaders committed to bold and lasting change that drives positive impact for all Americans.

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11:00 — 12:15 PM

Innovation Across the Ages: Designing for the Financial Health of the 50+

Financial institutions often design new products and innovate with millennials in mind. But these institutions miss other audiences by focusing solely on younger age groups. Older age cohorts present a prime opportunity for innovation, whether through digital technology or other means. Attendees to this session will hear from companies creating solutions for older individuals regarding innovation efforts, decisions made, and lessons learned.

2:30 — 3:45 PM

Local Impact: Improving Financial Health, Community by Community

Place is an important factor in determining community members ability to save, spend, borrow and plan. During this session, we will discuss why place-based approaches are important and current initiatives that are improving financial health at the community level. The panelists will discuss different tools and approaches when assessing a community’s needs, how social determinants of health have an impact at the community level, designing interventions that include the community and lessons learned from previous place-based initiatives. Attendees will come away with clear ideas how they can implement place-based approaches when looking to improve financial health at the community level.

4:15 — 5:30 PM

Helping Consumers Save Today to Build for Tomorrow

A Federal Reserve study found that more than 40 percent of Americans couldn’t cover an unexpected $400 expense. But while the need for small-dollar savings is evident, the financial services industry has not yet come up with a viable business approach to encourage more people to save. As interest grows among financial institutions in enabling people to save, we’ll hear from a cross-section of established banks and innovative fintechs about what works in the savings space. Participants will walk away with an understanding of when people save, how they save, what they use savings for, and how these learnings can help inform better savings solutions.

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