Case Study: Midsized Regional Bank expands financial education and improves CRA reporting with EVERFI Engage

Expanding Volunteer-Led Financial Education to the Community

Midsized Regional Bank needed a better way to support and track its volunteer-led financial education programs across multiple states. As CRA requirements became more demanding, the bank struggled to collect participant and impact data from workshops, maintain consistent resources for volunteers, and prove program effectiveness to examiners. EVERFI, through its Engage™ volunteer management platform, offered a private-labeled solution to help address these challenges.

With EVERFI’s Engage platform, the bank centralized volunteer planning, session delivery, reporting, and digital sign-ins in one place, while providing branded curriculum and consistent training resources. The result was better data collection, including participant information, knowledge gains, and behavior-change metrics, which improved CRA reporting and confidence ahead of exams. The bank also saw increased employee volunteerism and greater community reach through more scalable financial education programming.