Key Takeaway

The Bank On Playbook offers tools and best practices gathered from and for Bank On coalitions to assist their local banking access efforts.

The CFE Fund’s Bank On Coalition Playbook provides tools and resources that local coalitions can use to do their work more effectively. The CFE Fund will continue to release new chapters throughout the year; resources include chapters on Guiding Principles for the Bank On movement, a template Statement of Principles for articulating partnership expectations between local Bank On Coalitions and financial institutions; information on the Bank On Account verification and certification process; local Strategies for Navigating Financial Institution Partnerships and Account Certification; a Bank On Coalition Logic Model; strategies for Launching and Relaunching a Coalition; a handout of the Benefits of Bank On National Account Certification; best practices for Programmatic Banking Access Integration; and details on the Bank On Listserv.

Additional Takeaways

Bank On Guiding Principles outline fundamental shared ideals of the Bank On movement and local coalition priorities.

The template Financial Institution Partnerships: Statement of Principles highlights shared goals and guidelines to facilitate financial institution coalition partnerships.

The CFE Fund will continue to solicit suggestions and resources from local coalitions for upcoming Playbook chapters.

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