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Consumer Action Financial Health and Technology Webinar
Access and inclusion in the financial mainstream have been challenges for low-to-moderate-income (LMI) consumers, immigrants and communities of color for many years in America as well as in developing countries. According to Forbes, financial technology (FinTech) has been disrupting economies globally, and the number of mobile phone users has increased exponentially over time. Come learn about Consumer Action’s recent projects with FinTech, including how consumers saved an average of $468 in five months, managed finances and improved overall financial health using technology.

To help advance consumer financial capability in this area, on Feb. 13 Consumer Action will introduce groups to its Improving your financial health through FinTech guide and other Consumer Action resources, share key lessons from Consumer Action’s financial technology innovation work and have practitioners and FinTech innovators share best practices for integrating technology into existing financial coaching and counseling programs. These tools and information will assist you in providing services to help move low-to-moderate-income, and other diverse consumers, towards long-term wealth and asset-building.

Guest panelists include:
Laura D’Alessandro, Senior Program Officer, Family Income & Wealth Building, LISC
Samir Goel, Co-Founder, Esusu
Adam Rust, Director, WiseWage and Reinvestment Partners

The free webinar is designed especially for you—staff members and volunteers of direct services agencies who serve low-to-moderate-income consumers in California. Training participants will learn about and receive educational tools covering:

What you can do with FinTech
Advantages of using FinTech
What to consider when selecting FinTech apps
Types of FinTech models
Best practices for integrating FinTech into your existing programs

We will also be sharing information regarding Consumer Action’s upcoming financial technology mini-grant program.

Feb 13, 2020 10:00 AM in Pacific Time (US and Canada)

Webinar is over, you cannot register now. If you have any questions, please contact Webinar host: Audrey Perrott.