Insights for Customers and Partners

Angel, Neighborhood Trust client

Angel, Neighborhood Trust client

Angel, Neighborhood Trust client

Empowering Employers and Institutions with Worker Insights Initiative to Drive Real Change in Building Financial Security for Workers

Together with our business customers and partners, we collaborate to design solutions that surface data and insights, fueling innovation and creating a more equitable economic landscape.

Our firsthand insight into workers’ financial lives is the cornerstone of the Worker Insights Initiative. We combine our financial health data and qualitative insights from our financial coaching to harness our clients’ stories, goals, and challenges, enabling us to generate a more nuanced and complete profile of workers’ financial lives.

We then leverage these nuanced insights to influence systemic change and new solution development by informing stakeholders how to better respond to the unique challenges facing low-wage workers, and holding them accountable to do so. Our model ensures that worker voices are at the forefront of creating a financial and economic system that effectively meets their needs.

Empowering Employers and Institutions with Worker Insights Initiative to Drive Real Change in Building Financial Security for Workers

Together with our business customers and partners, we collaborate to design solutions that surface data and insights, fueling innovation and creating a more equitable economic landscape.

Our firsthand insight into workers’ financial lives is the cornerstone of the Worker Insights Initiative. We combine our financial health data and qualitative insights from our financial coaching to harness our clients’ stories, goals, and challenges, enabling us to generate a more nuanced and complete profile of workers’ financial lives.

We then leverage these nuanced insights to influence systemic change and new solution development by informing stakeholders how to better respond to the unique challenges facing low-wage workers, and holding them accountable to do so. Our model ensures that worker voices are at the forefront of creating a financial and economic system that effectively meets their needs.

Case Study

Influencing Policy Change with Data

Our customer Guadalupe Credit Union in New Mexico became a force in the historic, statewide, advocacy win against predatory lending because of the data and stories they were able to harness via Pathways to Financial Empowerment.

A partnership between Neighborhood Trust and credit union advocacy network Inclusiv, Pathways trains credit union staff nationwide to provide our model of trusted, action-oriented financial coaching to its members and track data and results via our proprietary technology platform.

See Spotlight on Guadalupe for the full story.