Overview

Chapter 6 of the Bank On Coalition Playbook, Local Coalition Strategies for Navigating Financial Institution Partnerships and Account Certification provides insight into a range of approaches local Bank On coalitions have used to engage with their financial institution partners.

The CFE Fund’s Bank On Coalition Playbook provides tools and resources that local coalitions can use to do their work more effectively. Additional components of the playbook 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; a Bank On listserv; and a Bank On Coalition Logic Model.

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