2014 Assets Learning Conference

Incorporating Behavioral Insights into Financial Product Design

Wednesday, September 17, 2014
4-5 pm

Room: Eastern Market

Financial products can better set consumers up for success by integrating product features informed by behavioral economics. Products leveraging tools such as reminder messaging, commitments, automation and peer support can help consumers be more successful at achieving their financial goals and provide cheap and simple alternatives to high-touch financial education programming. At this roundtable, we will discuss opportunities to incorporate tools from behavioral economics into mainstream financial products.


  • Mariel Beasley, Center for Advanced Hindsight
  • Julia Brown, Innovation for Poverty Action
  • Pamela Chan, CFED


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