Research and Insights
Our research
We conduct research about the financial lives of our members—combining data and stories to show what’s working, what’s not, and how to build a better financial future for all.
Featured Research
- Credit and debt
Rethinking how we support people with debt
- Financial health and stability
- Fintech
Understanding the bigger picture
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Communicating the Saver’s Match: Findings and implications for outreach and policy design
A new tool could make it both more motivating and easier for LMI families to make progress towards their long-term savings goals.Continue reading “Communicating the Saver’s Match: Findings and implications for outreach and policy design “
Understanding the bigger picture
Through the work we’ve done with support from JPMorganChase, we showcase how SaverLife combines technology and multiple forms of data to better understand common financial challenges our members face and respond with more personalized, timely, and effective support.Continue reading “Understanding the bigger picture”
From intention to action: What it really takes to help people navigate debt
Understanding how people experience debt, what holds them back, and what actually helps them move forward.Continue reading “From intention to action: What it really takes to help people navigate debt”
Rethinking how we support people with debt
Through our Credit Conundrum initiative, we found that the barriers our members face are not just financial or informational. They are emotional, behavioral, and structural as well.Continue reading “Rethinking how we support people with debt”
What we’re learning helps people take action on debt
Debt requires support that feels trustworthy, achievable, and realistic within the context of people’s everyday lives.Continue reading “What we’re learning helps people take action on debt”
Reflecting on what members tell us: What we’re learning from people navigating debt every day
Debt is rarely the whole story. Members are showing us how competing priorities, unexpected expenses, and everyday tradeoffs shape what financial progress actually looks like.Continue reading “Reflecting on what members tell us: What we’re learning from people navigating debt every day”
Trump Accounts address a real need. So, why have only 12% of SaverLife parents signed up?
To many SaverLife members, wealth building is inextricably linked to securing a strong financial future for their children. So a key question is whether members who are parents see enough benefit in Trump Accounts.Continue reading “Trump Accounts address a real need. So, why have only 12% of SaverLife parents signed up?”
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