Personal Finance

Research related to the topic of personal finance.

Personal Finance Research

Technology / Nov 20 2019

The Lessons of Fintech Apps: Design Matters for Personal Finance

This study provides lessons to credit unions that may help improve how their services are perceived and that may help activate deeper engagement with younger members.

Consumer Thinking / Oct 05 2016

Millennial Money Chatter: A Guide to Millennial Financial Discourse

Understanding how Millennials talk about personal finance—”money chatter”—may help credit unions better serve this large consumer base.

Nov 09 2016

Beyond Personal Finance Management: Insights for Credit Unions

Personal financial management (PFM) is one of the most promising technology trends in banking. This report provides critical insights on...

See all Reports

Upcoming Events

In the News

Oct 29 2020

Somebody’s going to win. Now what?

None of us know how the elections are going to play out. It might be a blowout, it might be...

Sep 10 2020

The CARES Act and Credit Reporting: What Credit Unions Need to Know

Even with direct stimulus payments, increased unemployment benefits, and the Paycheck Protection Program, consumers are facing dire financial circumstances. There are ways your credit union can help.

Aug 07 2020

Webinar: Navigating the Intersection of Financial Services and Emerging Technology

Review the webinar materials from Navigating the Intersection of Financial Services and Emerging Technology, hosted on August 6, 2020.

Personal Finance