CFSI is the authority on consumer financial health, leading a network of committed financial services innovators to build better consumer products and practices.

Through proprietary research, insights and events, consulting, and network membership, and programs and capital to seed innovation, CFSI improves the financial health of all Americans, especially the underserved. Headquartered in Chicago, CFSI has grown considerably over recent years and operates satellite offices in other major financial services and fintech markets, including New York, Washington, D.C., and San Francisco.

How We Helped

Next Street has worked with CFSI over the past two years as an implementation partner in support of their ambitious strategic plan, which builds upon 10 years of impact and growth. Specific activities have included detailed financial and scenario planning, support for the capital-raising process, market research and audience segmentation, organizational design, and leadership support.

Our Impact

  • Launched multiple new offerings, with volumes exceeding annual projections
  • Helped raise $3.5 million in growth capital to fund the hiring of key business development, account management, and support staff to successfully launch the new model
  • Redesigned organizational structure to support a 50 percent increase in staff, and worked with executive team to provide training and support in preparation for rapid change and growth

Next Street has been a tremendous asset to CFSI during a time of exceptional growth for our organization. They have challenged our team to prepare for the road ahead, and helped us manage product and process changes smoothly across our network. While fast growth and product evolution cause many organizations to stumble, our relationship with Next Street enabled us to implement an ambitious plan across all parts of our company so that we can increase our impact on Americans' financial health.

Jennifer Tescher, CEO of CFSI

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