What Will Differentiate Your Bank and Credit UnionOctober 19, 2017

Julie BeckhamBlue Hills BankCommunity Relations Manager, Financial Educator

Blue Hills Bank is a 146 year-old community bank, based in Hyde Park, MA.

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In 2010, the Blue Hills Bank established a Foundation and began giving in the following areas:

• Arts and Education

• Health and Human Services

• Affordable Housing and Community

Development

• Financial Literacy

In 2011, Blue Hills Bank established a new brand and wanted to invest in a financial literacy outreach program that was differentiating and unique; something that would make a difference to those in our market.

• Educational

• Sustainable

• Age appropriate

• Creative

• Likeable character

• Compelling format

• Renewable audience

• Quality product/service

nefma.org2017 Fall Conference

Ms. Money & the Coins is an interactive, 35-minute musical that incorporates song, magic and improvisation. The live show has been performed, free of charge, over 300 times to more than 50,000 Massachusetts elementary school students since 2011.

Original songs include:

• Another Day, Another Dollar

• Need Versus Wants

• Did I Really Spend it All?

• I’ve Got Nothing

• Give a Little. Get a Lot

• Make it, Save it, Share it, Spend it!

Ms. Money has performed in more than 100 elementary schools…

…participated at festivals, fairs and community events…

…appeared on television, bank web commercials and panels…

…performed at local libraries and special events on saving…

… and sung about the importance of Financial Education to the State Treasurer at Massachusetts State House!

Our financial literacy program has evolved beyond “Ms. Money” – we now have a financial literacy program from K-Grey!

• Ms. Money & the Coins – Grade K-5- Saving- Sharing- Spending

• Ms. Money’s Give Me Some Credit – Grades 6-8- Interest- Debt

• Ms. Money’s Virtual Reality Check– Grades 9-12- Credit Score- Financial Aid- Renting Vs. Owning PLUS

• Consumer Protection of Seniors- Identity Theft- Consumer Fraud

More than 53,000 people have participated in Ms. Money programs!

“Ms. Money” has become a name that students, parents and the community associate with the Blue Hills Bank brand.

The concept of a “Ms. Money” is scalable for all banks or credit unions.

• Find an initiative your bank supports both in concept and practice.

• Dedicate resources and talent to the project.

• Find a unique way to deliver your message.

• Get into the community as often as possible.

• Make it fun!