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United Way for Greater Austin

United Way for Greater Austin . Bank On Central Texas Outreach Campaign 2013. BOCT Goals. • Open 6K new accounts in first year Maintain or upgrade 80% of these accounts Create a robust and successful awareness campaign Engage employers through Learn Where You Earn

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United Way for Greater Austin

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  1. United Way for Greater Austin Bank On Central Texas Outreach Campaign 2013

  2. BOCT Goals • Open 6K new accounts in first year • Maintain or upgrade 80% of these accounts • Create a robust and successful awareness campaign • Engage employers through Learn Where You Earn • Provide financial education for a substantial number of customers

  3. Outreach Campaign Goals • Open more bank accounts at partner branches. • Keep those new accounts open for at least a year. • Develop best practices for reaching the unbanked.

  4. Overview • Train bank and credit unions on BOCT and customer literacy. • Distribute new BOCT brochures. • Update the Bank Locator Tool. • Encourage the unbanked to visit partner branches through incentives. • Spread the word about BOCT through media and grassroots outreach.

  5. Webinar Feb. 27th 1 PM Live

  6. Brochures

  7. Bank Locator Tool

  8. Incentives • Raffle • Incentive cards

  9. Outreach • Earned media • Kick off press conference at City Hall • Target media pitching • Paid media • Radio spots • Neighborhood billboards, i.e. posters • Google Adwords

  10. Outreach Cont’d • Grassroots • Community fairs • Partner agencies and businesses • Targeted mailers • Financial education classes

  11. Budget

  12. Your Role • Participate in the webinar and encourage co-workers to watch the recording. • Promote BOCT and hand out brochures. • Offer and fill out incentive cards when customers open an account. • Collect and submit the vital data.

  13. How You Can Help • Contribute raffle prizes. • Donate marketing avenues/space. • Write blog posts, newsletter blurbs and anything else to spread the word. • Connect us with more distribution channels. • Host a booth or help with a volunteer activity.

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