This checklist collects insights to help increase the adoption of digital financial services. Its development was generously supported by JPMorgan Chase & Co.

Sending people a letter or an email? Use this checklist to make sure your message is being properly understood!

People take a lot of cues from the environment that surrounds them. Use this checklist for some insights into how you can create a space that supports your program and its objectives.

Guiding people through a multi-step process? Use this checklist to optimize program enrollment, application submission and more!