We Partner With Financial Services Firms

Savings & Wealth Building Innovation

Commonwealth partners with financial services firms, from banks to asset managers, to address barriers and enable opportunities to better meet the financial needs and aspirations of all people living on low-to-moderate incomes—a largely untapped consumer segment. 75% of people have experienced financial insecurity at some point in their lives.

75% of people have experienced financial insecurity at some point in their lives.

COMMONWEALTH PERCEPTION SURVEY, 2020

We work with firms in the financial services sector to design products and experiences that address the barriers and opportunities to improve financial security and opportunity, particularly for those who have historically been left out of the financial system. By developing and scaling financial products that increase access to savings and meet the unique needs of financially vulnerable consumers, financial services firms enable them to build both emergency savings and wealth over time.

Firms in the financial sector who partner with Commonwealth understand that enabling financial security not only makes a social impact but also provides business opportunity—increasing your market share and improving your customer experience as more people become financially secure and engaged in the financial system.

Partner With Us

If you are a financial services firm, contact us to explore how we can collaborate to improve financial security and opportunity for your customers and benefit your organization’s business goals.

58% of working Americans believe financial institutions have a critical role to play in addressing financial insecurity.”

COMMONWEALTH PERCEPTION SURVEY, 2020

How We Collaborate With Partners

  • Partner on research-backed innovation testing and pilot programs;
  • Conduct original quantitative and qualitative research of your workers and/or customers;
  • Advise on financial security best practices to leverage our research and insights;
  • Amplify our partnership, learnings and results through media campaigns
  • Develop scaling strategies to extend the reach of solutions; and
  • Join us in conversation as a speaker, panelist or participant in Commonwealth-sponsored events.