A wave of personal financial management (PFM) tools have hit the market in the past decade, providing consumers with an abundance of options to choose from. But what impact are these tools having on consumer financial health and can these companies actual turn a profit? Hear from a diverse group of PFM providers about their results to date in helping consumers take better control of their finances. Panelists will also address how best to communicate with clients to yield greater engagement and how to build a sustainable business model.

Hear from two leading start-ups featured at last year’s Forum that are harnessing the power of technology and behavioral design to encourage savings. Last year you heard about their promising ideas, but this year you will learn about how these two companies are taking their ideas to market to promote savings among the underbanked. Executives will share data on the learnings from their pilots, progress made and challenges to date. Join the dialogue to learn about feasible business models and operational success stories that showcase a trend impacting consumers all across the marketplace.

Consumers are ready to get back on their feet following the economic crisis. In this interactive session, a panel of experts will reflect on positively changing consumer behavior by marrying financial information and advice with high-quality financial products. Participants will gain exposure to new ideas being tested through the Financial Capability Innovation Fund II through a series of Innovation Stations featuring 2013 grantees.