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Initiative: 2022 Consumer Research Study

Adopter: Financial Services Regulatory Authority of Ontario

Initiative: 2022 Consumer Research Study

Adopter: Financial Services Regulatory Authority of Ontario

Initiative: Pilot Study: Buy Now, Pay Later Services in Canada

Adopter: Financial Consumer Agency of Canada

QUBER is a personal finance app that encourages saving and learning through gamification. They use savings challenges, lotteries, and matched savings programs to nudge people to save more. Working with employers and Financial Institutions, they are able to capture key demographic and vulnerability-related information (e.g., people without emergency funds or those living paycheque-to-paycheque), as well as Strategy-Aligned Measures on the success, and number, of users completing challenges. They track saving amounts, frequencies, retention, fees paid, and confidence levels.

Adopter: QUBER

Initiative: Canadian Financial Capability Survey

Adopter: Financial Consumer Agency of Canada

Black Moms Connection launched FinLit U in 2020. It is an 8-week financial literacy masterclass designed for Black mothers and is led by Black financial professionals. The program leaders consult with consumers and financial professionals from the Black community to ensure a highly tailored approach that aims to improve confidence and rates of inclusion in the financial system. They use qualitative and quantitative feedback to assess consumers’ access and use of financial products and services, as well as to get a sense of the kinds of negative experiences that Black consumers may face.

Adopter: Black Moms Connection

BEAR publishes guides and reports for stakeholders on how to apply behavioural insights, as well as engage in financial consumer research—for example, collecting data on credit card choice and ways to effectively promote savings behaviours.

Adopter: Behavioural Economics in Action at Rotman

The CCFWE are currently working with financial service providers, social service agencies, policymakers and family lawyers to build tools and resources that will help them identify and respond to signs of domestic economic abuse for victims of intimate partner violence. These tools include the Economic Abuse Screening Tool for social service providers that helps frontline workers detect victims and refer them to appropriate financial resources; fact sheets for banks, social service providers and the general public on economic abuse tactics and resources; a financial literacy course specifically designed for victim-survivors to recover from economic abuse.

Adopter: Canadian Center for Women’s Empowerment

A retirement savings plan for Canada's not-for-profit sector, designed to make retirement easier and more affordable.

Adopter: Common Good Plan

As part of its IMAGINE 2030 vision of financial wellness for all Canadians, FP Canada has committed to conducting an annual survey to measure Canadians’ financial health through indices tracking four areas: financial well-being; financial confidence; access to financial advice; and trust in financial professionals. The results of the inaugural survey were published in the IMAGINE 2030 Benchmark Report, released in May 2022. FP Canada will provide a progress report each year until 2030.

Adopter: FP Canada