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 supports local Bank On coalitions through best practices found in our Bank On Coalition Playbook. Chapters cover a range of topics; newly-released chapters include best practices for Programmatic Banking Access Integration, a handout for financial institutions on the benefits of Bank On National Account Certification, guidelines for Launching or Relaunching a Coalition, local Strategies for Navigating Financial Institution Partnerships and Account Certification, a Bank On Coalition Logic Model,  a guide for using local Bank On data from the Bank On Data Pilot, and an annotated version of the 2019-2020 Bank On National Account Standards.

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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