2014 Assets Learning Conference

What Households Want in a Financial Relationship

Friday, September 19th, 2014
10:15-11:45 AM

Room: Mount Vernon Square

Many initiatives over the past decade have focused on helping low-income households get banked. Despite these efforts, a significant percentage of people continue to use alternative, high-cost financial services, such as payday loans or check cashers. This session will explore the financial needs of low-income consumers and what types of features and services they look for in a relationship with a financial service provider. Using these insights, presenters will discuss how financial institutions can create products and services that are more effective at reaching and serving low-income consumers.


  • Cathie Mahon, National Federation of Community Development Credit Unions
  • Timothy Ogden, U.S. Financial Diaries
  • Lisa Servon, The New School
  • Marisabel Torres, National Council of La Raza
  • Daniel Dodd-Ramirez, Consumer Financial Protection Bureau (Moderator)

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