Banks

  • April 2, 2021
  • By: P.T. Phan

YOUR CRA AND FINANCIAL EDUCATION PARTNER

LET'S START A CONVERSATION

GreenPath partners with Banks to support customer financial wellness and serve LMI communities. Partnering with GreenPath enables banks to become a venue of support for people to achieve their financial goals.

We assist banks to improve Community Reinvestment Act (CRA) outcomes. We also support and strengthen the financial capabilities of loan denied and credit challenged customers.

THE GREENPATH

PARTNER CENTER

YOUR ONE-STOP-SHOP FOR

MARKETING MATERIALS AND RESOURCES

Rus Halsey, Independent Bank Corporation

Through partnering with GreenPath Financial Wellness, Independent Bank has enhanced their ability to support customers in reaching financial goals, develop stronger relationships with customers, improve customer satisfaction, and provide impactful financial literacy resources to staff and customers.

Current GreenPath Partner

CUSTOMER EXPERIENCE

People are at the center of every decision we make, and they have unlimited access to GreenPath counselors. You know that your customers are treated with dignity, respect, and compassion regardless of how large or small their needs.

EDUCATIONAL TOOLS AND RESOURCES

GreenPath provides your customers access to extensive resources for improving financial wellness including online learning experiences, workshop materials, guides, articles, support communities and more.

JUDGEMENT FREE ONE-ON-ONE FINANCIAL COACHING

Our certified, empathetic financial counselors offer judgment-free coaching to support financial understanding and progress toward people’s goals on topics such as debt, budgeting, credit, housing, and student loans.

  • Debt — If customers have high interest credit card debt, a Debt Management Plan may be able to help them lower their interest rates and pay off debt faster with the goal of becoming Debt Free.
  • Budgeting and Saving — During a financial counseling session, customers create a spending plan that works towards their financial goals, including building savings.
  • Credit — Our counselors work with customers to better understand their credit report, dispute inaccurate information, and manage their credit score.
  • Housing — Housing experts provide support to customers who are going through the home buying process, or struggling with rent or mortgage payments.
  • Student Loans — Certified student loan experts provide unbiased student debt assessments, repayment options, and assistance to customers when qualifying and applying for payment plans.

SUPPORT FOR SUCCESSFUL BEHAVIOR CHANGE

Customers are telling us the program works.

After Financial Counseling

92%

Feel Better Prepared to Handle Their Finances

94%

Provided Clear Next Steps to Improve Their Situation

After Successful DMP

89%

Reported Improved Spending Habits

78%

Reported an Ability to Increase Their Savings

FULFILL CRA REQUIREMENTS AND MEASURE IMPACT

  • Detailed Reporting to Quantify CRA Impact and Outcome
  • Volunteer Friendly Branded Educational Workshop Content with Train-the-Trainer Support
  • Branded Online Financial Education Resources
  • Marketing Support – Social Media Posts, Webinars, Web Banners
  • Take a look at GreenPath’s 2020 Annual Report

PEOPLE ARE AT THE CENTER OF EVERY DECISION

Your customers have unlimited access to GreenPath counselors. You know that your customers are treated with dignity, respect, and compassion regardless of how large or small their needs.

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LET'S START A CONVERSATION

Or download our brochure to learn more about a partnership between GreenPath and your bank.