Integrating Fintech: Practitioner Guide

This guide provides an overview of practitioner-informed learnings, recommended actions, and tools to help organizations integrate fintech into their work to support resident financial security outcomes.

The Practitioner Guide addresses the following steps:

  1. Assess Readiness for Fintech
  2. Identify Outcomes & Develop a Theory of Change
  3. Identify Fintechs to Recommend
  4. Create a Customer Journey Map
  5. Apply Coaching Skills
  6. Collect Data & Measure Impact

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