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/   Voices

New technology to ease application shipment could make a big difference for many financial service institutions

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/   Voices

Walmart Pay could be another step in companies outside financial services getting in on the action

Fast Facts: Student Loans

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/   Insights

The Financial Services Roundtable recently released another iteration of its Fast Facts, reliable, bullet-point research about issues facing the financial services...

What We’re Reading

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/   Spotlight

Below are interesting stories the staff has been reading over the past week. What have you been reading? Let...

As March comes to an end, it’s time for consumers and financial institutions alike to start thinking about April, which has been deemed Financial Literacy Month!

For over a decade, Financial Literacy Month has been backed by many organizations including the National Foundation for Credit Counseling, Money Management International, and the United States Congress, among others. The overarching goal of Financial Literacy Month is to educate consumers on managing their money effectively.

A 2014 survey from the NFCC found that 61% of U.S. adults admit to not having a budget and 41% of U.S. adults give themselves a grade of C, D or F for their knowledge of personal finances.

These two statistics alone provide great evidence as to why there is a need for a month dedicated to teaching consumers about financial literacy. Financial Literacy Month also serves as an excellent platform and opportunity for financial institutions to connect with current and potential members or customers to offer insight, support and services to help them get on track to leading a more financially stable life.

Tell us: Is your financial institution already doing something to promote financial literacy or do you have plans to celebrate Financial Literacy Month? If so, we’d love to hear about it and feature it as one of our FI Highlights during the month of April! Simply fill out the form to be considered.


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James W. Gabberty

Gabberty is a professor of information systems at Pace University in New York City. An alumnus of the Massachusetts Institute of Technology and New York University Polytechnic Institute, he has served as an expert witness in telecommunication and information security at the federal and state levels and holds numerous certifications from SANS & ISACA.

Marisa Mann

Marisa Mann brings over 15 years of experience in consulting and financial services industries to the Solstice team, working on large scale enterprise initiatives across many technologies, including specializing in the digital space – Internet and mobile. Mann is passionate about mobile and the endless possibilities for the enterprise, delivering business value through strong brand recognition and driving to excellence in the consumer experience. Prior to Solstice, Mann worked at JP Morgan Chase, Diamond Management and Technology Consultants, Washington Mutual, Inc, and Accenture.

Brad Strothkamp

Zachary Ehrlich

25-year-old writer, and as a native San Franciscan, I am unreasonably loyal to Bank of America, if only for their superhero-like origin story, involving the 1906 earthquake and Italian fruit vendors.