How might we bring together community members and credit unions, so that information can be shared, trust built, and good will promoted?
Local Credit Union Pop Up Events
User Scenarios What Spaces Within Communities Might Serve as Pop Up Sites? Who Participates? What Happens At Pop Up Events?
Elevator Pitch Scalability Measuring Impact Next Steps ________________________________________________________________________________________
USER SCENARIOS (See attachments - 1/22/17)
Scenario 1 - Ana
Scenario 2 - Sasha
WHAT SPACES WITHIN COMMUNITIES MIGHT SERVE AS POP UP SITES?
1. Farmer's Markets
Imagine the following booth at your local farmers market:
"Community Matters" - Enjoy a rest from shopping while enjoying conversation and coffee with neighbors, and discover services that may benefit your financial well being! Sponsored by your local Credit Union.
Imagine that this booth has tables, chairs and an umbrella. One can sit and rest in the shade, enjoy a drink, meet others while learning about services and products offered at their local Credit Union?
I often see folk sitting on curbs in the urban farmer's markets in my city. Wouldn't it be great for older folk to stumble upon a place to sit, rest and learn with others, to build a more secure future?
For those that would like to speak one on one with a CU rep might they be invited to take a number, have a coffee, and sit and chat with neighbors, while waiting?
Might Pop Ups also address some of the tech support needs of current CU members? Can they serve as spaces to learn how to use digital products?
2. Hair Salons
Salons are spaces frequented regularly by some women. Some are locally run businesses. Might a local business owner partner with a CU to host a Pop Up? Might an owner be a CU member and be motivated to support this effort?
3. Laundry Mats
Laundromats are community places where people spend a few hours at a time, some of which is down time. Might this be a good space to host a regular Pop Up?
4. Public Libraries
Might they designate a table for regular CU Pop Up - Learning Circles?
5. Community Affiliates of Credit Unions
Might their lobby spaces be places to host Pop Ups?
6. Hardware Stores
A place where some visit frequently. Might a hardware store be a good partner for a Pop Up, particularly for Credit Unions that support Maker Spaces?
7. Local Businesses Whose Owners are Credit Union Members
Local business persons might be motivated to support their customers by hosting a Credit Union Pop Up. Possibilities: Restaurant, Cafe, Retail Store
8. Houses of Worship
Often there are social committees that organize events that are for the benefit of their members.
9. Local Sport Fields
Extended families may congregate together at local parks for neighborhood team sporting events. Might this be an opportunity for a CU to do outreach, support local sports and create a Pop Up?
What Spaces In Your Community Might Be A Good Fit For This Idea?
- Local Community Members who "find" an event spontaneously during their day.
- Credit Union Representatives
- Credit Union Member Ambassadors - Members will be asked to volunteer at events as ambassadors. They can share experiences using products and services and stories of success. They can invite neighbors to events.
- Incubators and Maker Space Member Ambassadors hailing from clubs associated with the credit union. They can share the benefits of club membership doing outreach with neighbors to promote the club.
- Current Credit Union Members who need tech support. These members follow date and location of Pop Ups on the Credit Union website, and in the newsletter, so that they can access support in their communities at their convenience.
What Happens At Credit Union Pop Ups?
I. Sharing of information
A. What Products and Services does the Credit Union offer?
- What are the Checking and Savings plans? How do they differ from those offered at banks?
- What digital tools are offered? How might they promote savings?
- Does the Credit Union support business or entrepreneurial opportunities for folk 50+? How? Incubator? Maker Space?
B. In addition to supporting their own services might this be an opportunity for Credit Unions to share information regarding public services available to community members that are related to one's financial health?
- Example: In NYC there is a program to provide free tax prep for low income individuals. This service is extremely underutilized. The city is working to increase visibility so that more people can benefit and save.
C. How To...
- How to Use an ATM - Demonstrations with Video and Paper Models
- How to Use Online Banking - Demonstrations and promotion of tools to assist in using online banking. Video, and online tutorials etc.
- How to Use a Credit Union sponsored app that promotes savings
II. Tech Assistance for Current Credit Union Customers
- An opportunity for current customers to stop by and ask questions about particular digital products.