Back to Project Spotlight

Consumer Financial Protection Bureau (CFPB)

  • website 2 1
  • SummaryReport 1
  • WellnessReport 1 1
  • LinkedIn 1


The Consumer Financial Protection Bureau (CFPB) is a federal agency whose mission is to make markets for consumer financial products and services work for Americans—whether they are applying for a mortgage, choosing among credit cards, or using any number of other consumer financial products.


The CFPB engaged Information Experts to undertake a national research effort to understand small businesses’ experiences with financial well-being programs for their employees, what their goals are in helping employees improve financial well-being, and employers’ needs and gaps in tools and services they offer to their employees to improve their financial well-being.


To engage small businesses, Information Experts relied on its own network of owners and managers to schedule one-on-one meetings across the country. Information Experts also reached out directly to employees of small businesses by placing online ads in three major metropolitan areas across the country. Within minutes of the first ad being placed, employees started registering on the website. In total, 143 employees registered to participate in nine focus groups in the three cities. They provided their insights from small businesses ranging in size from 2 to 385 employees.

To ensure the meetings with the small businesses and their employees focused on the topics that needed to be covered, Information Experts drafted two guides to lead the discussions.

Because of Information Experts’ interactions with the small business owners and their employees, CFPB gained valuable insights into the goals owners have in providing financial well-being benefits to their employees and what their employees’ expectations and reservations are in receiving these benefits. With this information in hand, CFPB is now positioned to offer tools and guidance to small businesses across the country that are interested in starting financial well-being programs.

Services Provided

  • Project Management
  • Website Development
  • Focus Group Facilitation
  • Research Analysis
  • Online Advertising