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...

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Jun 23 2022

Building Ecosystems of Change + Impact

Through partnerships, connections, networks and infrastructures, credit unions can maximize impact and address complex challenges in innovative ways.

Feb 25 2022

Filene’s “Inner Circle” Enables Research and Incubation on Key Issues Impacting Credit Unions

Filene would like the thank its Inner Circle for their continuous support for Filene’s Centers of Excellence. The support comes from 48 organizations spanning the entire U.S.

Feb 15 2022

A New Project Reimagining Financial Trust in the Digital Age

Two alternative financial services emerging are "buy now, pay later" services and cryptocurrency. Disproportionately, those turning to these alternatives are the un/underbanked.

Personal Finance