FinX

FinX is an in-the-field activity that provides participants with a deeper understanding of the complexity of consumers’ financial lives. The workshop is an opportunity for participants from financial institutions, regulatory groups, technology companies, and more to learn about consumer financial challenges by going beyond the classroom and become embedded in a real-life experience where they must make some of the same decisions struggling consumers face on a daily basis.

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An Experience You Won't Forget

Cashing checks, obtaining a payday loan, loading a prepaid card, and making minute-by-minute cost-versus-time trade-offs. FinX facilitates an immersive experience for participants, complete with real-life challenges and up-to-the-minute scenarios that unfold as the day goes on.

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“It was a great experience, and made me think differently about tradeoffs between fees, convenience, and dignity.”

Paul Breloff CEO of Accion Venture Lab

“What I saw surprised me, even though I frequently write about financial services for the unbanked.”

Kevin Wack American Banker

“The challenge was simple, or so it seemed.”

Ariel Schwartz Fast Company

“To experience something from a different person’s perspective -- and to be placed in a position of vulnerability -- that’s really powerful.”

Ben Knelman Juntos Finanzas

“I applaud CFSI for going beyond just talking about consumer financial problems… to help really drive product design through action.”

Keith Armstrong

“When you are down to dollars and cents, frugality and timing are everything.”

Karen Durgans Former USFD Field Researcher