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Bank on San Francisco was designed as a pilot program—with astounding success! Below, we include information that was used to guide the launch of Bank on San Francisco, with the hope that its successes—and mistakes— will help other groups launch efforts to help the unbanked in their own area. In some cases, documents posted here are “out of date,” but are included to illuminate the evolution of the collaborative and its ideas.
Case Study: A Preliminary Look at Bank on San Francisco (PDF - 369KB)
From Mattress Money to Bank Accounts: A Profile of Bank on San Francisco
Federal Reserve Bank of San Francisco Community Development
Community Investments, Spring 2008 (PDF - 1.95MB)
Overview Presentation of the Bank on San Francisco Program (PDF - 572KB)
Bank on San Francisco: 2006 - 2008 Highlights (PDF - 753 KB)
Building Better Bank Ons: Top 10 Lessons from Bank on San Francisco (PDF - 1.5 MB)
Bank on SF Tool Kit: Making the Case for Bank on San Francisco
- Understanding San Francisco’s Unbanked Population (PDF - 1.33MB)
- Involving and partnering with key financial institutions:
- Developing a product:
- Developing a Marketing Strategy:
Research on the Unbanked
Unbanked Consumers: Unique Opportunities for
Financial Marketers (PDF - 779KB)
Scarborough Research, 2006
Financial Access for Immigrants: Lessons from
Diverse Perspectives (PDF - 1.89MB)
Brookings Institution and Federal Reserve Bank of Chicago, 2006
A Case Study of Checking Account Inquiries and Closures
in Chicago (PDF - 476KB)
Center for Financial Services Innovation, 2006
Expanding Immigrant Access to Mainstream Financial Services: Positive Practices and Emerging Opportunities from the Latin American Immigrant Experience (PDF - 524KB)
Appleseed, 2005
Banking the Poor: Policies to Bring Low-Income Americans into the Financial Mainstream (PDF - 282KB)
Michael S. Barr, 2004
Banking on Wealth: America's New Banking Retail Infrastructure and Its Wealth Building Potential (PDF - 1.22MB)
Matt Fellows and Mia Mabanta, 2007.
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