Selecting Programs for Integrating Financial Capability Services
Author: Prosperity Now (formerly CFED)
Topic: Service system integration
Publisher: Prosperity Now (formerly CFED)
Location: United States
Format: Guide
Content Type: Programs
Publication Date: April 30, 2017
Deciding which financial capability services to provide clients begins with understanding how clients currently manage their financial lives. Tool 1 in Building Financial Capability: A Planning Guide for Integrated Services ( helps you analyze clients’ current financial needs and opportunities. The tips below will help you effectively use Tool 1 in planning for integration. “Integrating financial capability services” means connecting clients to financial capability services where and when they are already receiving other services.
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