Working with networks of asset-building organizations to provide technical assistance evaluating financial services, conducting industry analyses, and recommending consumer friendly products.

Designing an on-line resource directory of the organizations in the Alameda County Community Asset Network delineating their services and programs that protect and build the income and assets of low-income households in Alameda County, CA.

Developing an inventory of low-cost Savings and Checking products offered in Alameda County and creating best fit logic to match consumers to products.

Offering prepaid debit cards and related consumer financial education through the financial counseling programs of numerous community based organizations..

Managing the prepaid debit card program of the Service Employees International Union (SEIU).

Offering prepaid debit card accounts for direct deposits of tax refunds at Volunteer Income Tax Assistance (VITA) sites.

Providing an automatic payment tool for the voluntary benefits offered to Atlantic City casino resort workers.

Working with a consortium of nonprofit organizations led by the Aspen Institute to develop an online Asset Platform for community organizations and social service agencies to better assist their clients' asset bulding potential by delivering web-based training, needs assessment tools and high quality financial products and services.

Designing the software platform to support the Save It! Loan program (an alternative to payday lending) offered by the Mountain Association of Community Economic Development (Kentucky).

Performing due diligence on vendors offering lower-cost remittance alternatives to Western Union and MoneyGram for the Transnational Institute for Grassroots Research and Action (TIGRA), a transnational labor rights organization.

Training Contra Costa County public health caseworkers supporting the Family, Maternal, and Child Health programs on how to identify and address underlying financial security issues that may be affecting client health outcomes.