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BETA Project

The Beta Project: Behavioral Economics Technical Assistance for the Assets Field

Beta Project Partners: CFED, CitBank CitiFoundation, ideas42

The Behavioral Economics Technical Assistance (BETA) Project is a partnership between CFED and ideas42 with key support from the Citi Foundation. The goal of the Project is to use behavioral economics theory to improve the effectiveness and reach of products and services that help people increase their financial stability.

The Project accomplishes this by designing and testing behavioral interventions through real world products, processes and services, and then sharing the lessons and insights from these efforts with the assets field in highly accessible ways that help drive improvements in practice and policy. The BETA Project will tackle a range of issues, but at the core of the project will be the work with the pilot organizations to design and implement manageable, low-cost program adjustments based on well-documented behavioral theory and findings from behavioral economic and psychology research. The BETA Project delivers impact through quick, powerful innovations adapted within the existing framework of a given behavioral problem.

In 2012, the BETA Project team issued a Request for Proposals for sites to pilot behavioral interventions. To learn more, read this brief which examines themes among the 99 proposals received and identifies common challenges programs are facing. Check back often to see what we’re learning through the Project.

Project Design and Timeline

BETA Project Design and Timeline

Click here to review the design and timeline of the BETA Project in more depth.


Introducing the Beta Test Sites

Introducing the BETA Test Sites

Click here to learn more about the partner organizations that were selected to participate as the first cohort of BETA test sites in 2013.


BETA Process & Insights

BETA Project Process & Insights

We've been sharing insights gleaned from out BETA Project partners through a series of blog posts. Check them out here!


BETA Project Publications

BETA Project Publications

BETA Project Publications

Click here for all publications and events for the BETA Project.


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