First Bank’s Competitive Advantage with Financial Education | Case Study
"We really just want to add value to our community. For us, that’s the competitive advantage — and it’s one that EVERFI has really helped us deliver.”
“We have a certain standard of workplace conduct that is greater than what the law requires, greater than what customs require.”Shannon Sorells, Senior Legal Counsel for Ethics, Compliance and Employment Law Teradata
First Bank Wanted to Secure & Grow Commercial Partnerships
A First-Class Approach to Bank@Work
“There is a need for financial wellness in our communities. This program is one way we’ve decided to reinvest to put folks on a better path.”Bill Bunn, Executive Vice President of Retail Banking, First Bank
Get to Know BillBill Bunn is the Executive Vice President of Retail Banking at First Bank. EVERFI helps First Bank deliver on their customer-first mission to help customers change their lives, grow their businesses, and support their families.
Power Workplace Banking like First Bank
- Content library spanning: credit scores and reports, saving and investing, home ownership, saving for college, and more.
- Custom branded portal for seamless consumer experience
- Mobile-friendly design for learning on the go
- Robust data and reporting to track user engagement
- Supplemental in-person workshops for amplified reach
Fill out the form below for your free demo of our workplace banking content.