Programmatic Banking Access Integration Best Practices

Overview

Chapter 10 of the Bank On Coalition Playbook, Programmatic Banking Access Integration Best Practices, outlines the role that Bank On coalitions play in helping develop banking access program integrations.

The CFE Fund’s Bank On Coalition Playbook provides tools and resources that local coalitions can use to do their work more effectively. To learn more, read the full Bank On Coalition Playbook here.

Related Items

Report

January 31, 2017

Bank On Coalition Playbook

The CFE Fund’s Bank On Coalition Playbook provides tools and resources that local coalitions can use to do their work more effectively

Report

May 22, 2017

Bank On Listserv

The CFE Fund’s Bank On Listserv is an online community for Bank On coalition members, financial institutions, academics, and other stakeholders interested in banking access efforts.

Report

January 31, 2017

Bank On Guiding Principles

The CFE Fund leads a national movement that supports local Bank On coalition efforts to expand banking access for consumers outside the financial mainstream, including through municipal infrastructure.

Report

January 31, 2017

Bank On Account Validation

The CFE Fund invites financial institutions with products they believe meet Bank On National Account Standards (2019 – 2020) to apply for validation, and invites local Bank On coalitions to connect financial institutions with whom they are considering partnering in their communities to do so.

Report

January 31, 2017

Bank On National Account Standards (2017- 2018)

The updated Bank On National Account Standards, identify critical product features for appropriate bank or credit union accounts. Core account features include low costs, no overdraft fees, robust transaction capabilities such as a debit or prepaid card, and online bill pay.

Report

March 26, 2018

Launching or Relaunching a Bank On Coalition

Bank On Coalition Playbook chapter with guidelines for launching or relaunching a coalition

Report

May 7, 2018

Benefits of Bank On National Account Standard Certification: Handout

Bank On Coalition Playbook resource that highlights the benefits of offering Bank On certified accounts

Report

January 31, 2017

Bank On Coalition Financial Institution Partnerships: Statement of Principles

This Statement of Financial Institution Partnership Principles provide a template to harmonize goals and guide financial institution partnerships with shared expectations.

Report

November 30, 2017

Bank On Coalition Logic Model

Bank On Coalition Playbook chapter that provides a framework for coalition leaders to organize their local coalition efforts.

Impacts

Projects