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• Provide financial education for a substantial

number of customers

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.

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.

Webinar

Feb. 27th

1 PM Live

Brochures

Bank Locator Tool

Incentives

• Raffle• Incentive cards

Outreach

• Earned media– Kick off press conference at City Hall – Target media pitching

• Paid media– Radio spots – Neighborhood billboards, i.e. posters – Google Adwords

Outreach Cont’d

• Grassroots– Community fairs– Partner agencies and businesses– Targeted mailers – Financial education classes

Budget

Item Cost

BOCT Brochures (20K) $1,123.00

Incentive Cards (10K) <$1.000.00

Update Bank Locator Tool $1,140.00

Webinar $500.00

Raffle Prize (if none donated) $1,000.00

Radio/Billboard (TBD) <$10,000.00

Total $13,763.00

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.

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.