Community Financial Literacy
Client: TD Bank
Increase financial literacy of Millennial and GenZ audiences in communities across the US, through community workshops.
CNY’s strategic approach to developing the most engaging, targeted materials included:
Research and Discovery
Consultation focused on identifying the core target audience
Landscape review of comparable resources in the market, to identify key client strengths and differentiation points
Development of audience profiles and user personas, to guide the development materials
Summary of key trends and findings
Emphasize TD as a community of dedicated professionals available to answer questions, share up to date advice, and guide critical decisions throughout the workshops
Leverage audience learning preferences such as conversational tone, integrating actionable resources, including opportunities to discover and collaborate using tech and clear next steps
Develop an easy to navigate and replicate, framework for all community engagement workshops
Community engagement workshop materials aligned with TD Bank’s expertise and community commitment: Home Buying, Credit Awareness, and Identity Protection
The community financial literacy materials are currently being presented in communities across the USA.