Resources

I’ve put together a list of people and organizations who are doing good work in financial services.  Whether they research, report or develop products and services, I hope you bookmark this page as a valuable reference resource.  I’ll add to the list as I become acquainted with more individuals who are making a difference.  Enjoy!

Center for Financial Services Innovation (CFSI) – A leader in the advocacy for greater consumer financial health, CFSI integrates a network of committed financial services innovators to build better consumer products and practices. Their mission is to improve the financial health of Americans, especially the underserved, by shaping a robust and innovative financial services marketplace with increased access to higher quality products and practices.

U.S. Financial Diaries – A joint initiative of NYU Wagner’s Financial Access Initiative (FAI) and The Center for Financial Services Innovation, USFD tracked 235 low- and moderate-income households over the course of a year to collect highly detailed data on how families manage their finances on a day-to-day basis. This research reveals hard-to-see aspects of the financial lives of working Americans, providing new insight for the design of financial services policies, programs and products for a broad range of Americans.

Lisa Servon – She is professor and former dean at Milano School of International Affairs, Management, and Urban Policy.  She teaches in the Urban Policy Program at Milano and conducts research in the areas of urban poverty, community development, economic development, and issues of gender and race. Specific areas of expertise include the financial lives of low-income communities, microenterprise development, and capacity-building for community-based organizations. Current research focuses on the alternative financial services industry.  I follow her on Twitter.

Sustainable Banking @ Stanford –  They foster research from across diverse disciplines in order to develop and implement theories, tools, and methods to enable banking and financial services transactions that promote environmental sustainability, social well-being, and economic viability.