Overview

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 in the January 2017 release include chapters on Guiding Principles for the Bank On movement, as well as a template Statement of Principles for articulating partnership expectations between local Bank On Coalitions and financial institutions.

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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