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The Role of Fintech in Americans’ Financial Security

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As Americans feel overwhelmingly insecure about their financial health, fintech companies are introducing products and services designed to disrupt the status quo and nudge productive savings habits at record pace. In fact, nearly 40% of consumers today turn to fintech companies as their most-trusted financial services brand—higher than both banks (33%) and wealth management firms (12%). Fintech’s role in fostering financial security—whether marketed directly to consumers or provided as a workplace benefit—invites a discussion about what the industry is accomplishing, as well as its evolving policy landscape in facilitating innovation while protecting consumers.

Join the Bipartisan Policy Center and the Funding Our Future coalition for a conversation about the role of fintech companies in bolstering Americans’ financial security. The event will feature leaders delivering innovative tools for consumers and employers, as well as other experts, who will share insights and discuss implications for households, industry, and lawmakers.

Fireside Chat:

Susan Weinstock
CEO, Consumer Federation of America

Rachel Snyderman
Senior Associate Director, BPC

Panel Discussion:

Jane Levine
Chief Compliance Officer, DailyPay

Tim Lucas
Vice President of Research and Analytics, SaverLife

Douglas Magnolia
Chief Customer Officer and President, Vestwell State Savings

Jeff Rosenberger
Chief Operating Officer, Guideline

Moderated by:

Tim Flacke
Executive Director and Cofounder, Commonwealth

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