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onUp Movement Story: Enter the Sweepstakes @ suntrust.com/yearonup enter code: PR010192
- 1. CLICK TO EDIT MASTER TITLE STYLE © 2016 SunTrust Banks, Inc. SunTrust is a federally registered trademark of SunTrust Banks, Inc. onUp TO FINANCIAL CONFIDENCE
- 2. CLICK TO EDIT MASTER TITLE STYLE 2 There is no shortage of banks, or financial advice, or advertisements with happy couples talking about college funds or retirement plans… $ © 2016 SunTrust Banks, Inc. SunTrust is a federally registered trademark of SunTrust Banks, Inc. onUp is a service mark of SunTrust Banks, Inc. When you think about it…
- 3. CLICK TO EDIT MASTER TITLE STYLE So how come… When you ask Americans what keeps them up at night, more than 80% will say one word: 3 © 2016 SunTrust Banks, Inc. SunTrust is a federally registered trademark of SunTrust Banks, Inc. onUp is a service mark of SunTrust Banks, Inc.
- 4. CLICK TO EDIT MASTER TITLE STYLE 4 40% 33% …of Americans and 60% of millennials don’t have $2000 in a rainy day fund Of Americans don’t have anything saved for retirement 4 And…
- 5. CLICK TO EDIT MASTER TITLE STYLE THAT’S NOT OK. We need action. We need to change the conversation about money. 5
- 6. CLICK TO EDIT MASTER TITLE STYLE WE’VE STARTED THE onUp MOVEMENT! We want to inspire millions of Americans to take a step toward financial confidence—so that they can spend more time enjoying the moments that truly matter to them. 6
- 7. CLICK TO EDIT MASTER TITLE STYLE TEAMMATES HOW WE WILL REACH 5 MILLION PEOPLE IN 5 YEARS 7 25,000 people taking action 1Mpeople taking action 750,000 people taking action 3.2M people taking action onUp.comFINANCIAL FITNESS FOR TEAMMATES COMPANIES FINANCIAL FITNESS FOR COMPANIES COMMUNITIES FINANCIAL WELLBEING FOR COMMUNITIES TOOLKIT AND PUBLIC POLICY CONSUMERS 7
- 8. CLICK TO EDIT MASTER TITLE STYLE 60 SECOND COMMERCIAL https://www.youtube.com/watch?v=kKtDqM1H82w 8
- 9. CLICK TO EDIT MASTER TITLE STYLE If we’re truly going to change the lives of millions of Americans, an advertising campaign just won’t cut it. A movement is self sustaining and is the best way to reach as many people as possible. MOVEMENTS MATTER. BUT THEY’RE RISKY. THEY’RE UNPREDICTABLE. © 2016 SunTrust Banks, Inc. SunTrust is a federally registered trademark of SunTrust Banks, Inc. onUp is a service mark of SunTrust Banks, Inc.9
- 10. CLICK TO EDIT MASTER TITLE STYLE WHY SUNTRUST? WHY NOW? The movement is our purpose in action. 10 For the past 5 years we have developed a series of programs that focus on outcomes not incomes – because we believe everyone can achieve the financial confidence to pursue a life well spent. We’re a Purpose-led bank.
- 11. CLICK TO EDIT MASTER TITLE STYLE Click to edit Master text styles Second level Third level Fourth level Fifth level WE STARTED WITH OUR EMPLOYEES, BY BUILDING AN INTERNAL FINANCIAL WELLNESS PROGRAM FINANCIAL FITNESS FOR TEAMMATES 14,000teammates enrolled 11 Over 7,500opened an emergency savings account 70%follow the budget they created (national average is 37%) 73%have taken action to improve their credit score (national average is 50%)
- 12. CLICK TO EDIT MASTER TITLE STYLE Click to edit Master text styles Second level Third level Fourth level Fifth level 12 AND WHEN WE LAUNCHED THE MOVEMENT TO OUR EMPLOYEES, 22,000 JOINED. https://vimeo.com/text100uk/review/158320037/ed7e3aee9d
- 13. CLICK TO EDIT MASTER TITLE STYLE Click to edit Master text styles Second level Third level Fourth level Fifth level WE NOW WANT TO HELP OTHER COMPANIES DO THE SAME… 13 Financial issues are the number one cause of Workplace stress. 1 NO. Employees worry about, calculate, or stress over their finances at work for an average of 28 hours per month. There is also 3 to 1 return on investment for employee Financial Well- Being programs in the workplace.
- 14. CLICK TO EDIT MASTER TITLE STYLE Click to edit Master text styles Second level Third level Fourth level Fifth level FINANCIAL FITNESS FOR COMPANIES 14 SunTrust’s own employee financial education program was so successful we developed a turn-key program for other companies. This program is unique to SunTrust because it focuses on the individual, it’s not for profit and includes classroom training, online learning and mobile apps for all learning types.
- 15. CLICK TO EDIT MASTER TITLE STYLE 15 AND WE’RE LAUNCHING PROGRAMS IN COMMUNITIES: For every person who joins the onUp movement, SunTrust is donating $1 to Operation Hope, a global organization that brings financial empowerment to underserved communities. 15
- 16. CLICK TO EDIT MASTER TITLE STYLE SO, WHAT HAPPENS WHEN PEOPLE JOIN THE MOVEMENT? Join Sign Up for Newsletter Mental Wealth Quiz onUp.com WELCOME EMAIL RESOURCE CENTER SUPPORT THROUGH OUR SERVICES FINANCIAL ADVISOR 16 JOIN LEARN TAKE ACTION
- 17. CLICK TO EDIT MASTER TITLE STYLE FINANCIAL STRESS INDIVIDUAL FEELS STRESSED AND WORRIED ABOUT FINANCES CONTROL ‘Getting the basics in place’ CONFIDENCE ‘Aspiring toward goals’ PROGRESS STRESS LIFE WELL SPENT ‘Things are flowing’ VALUES IDENTIFY YOUR VALUES AND FINANCIAL BEHAVIORS & DETERMINE THE EXTENT TO WHICH THEY ALIGN 17 What’s in it for me? Every step you take gets you closer to the things you really care about—the moments that truly matter.
- 18. CLICK TO EDIT MASTER TITLE STYLE HOW DO I GET STARTED? Take a step Join the movement at onUp.com Start the conversation Spread the word 1 18 2 3 4
- 19. CLICK TO EDIT MASTER TITLE STYLE Join us in moving America onwards and upwards towards financial confidence. onUp.com 19
Notas del editor
- So the movement is how we put our purpose into action. And it starts really simply. We need to change the conversation about money. Many people think financial planning isn’t for them. Or they’re ashamed. By getting them to start talking about financial stress, we can help people move from stress to confidence, and businesses toward smart growth. Onward and upward, one step at a time.
- And what happens when someone joins the movement? Well, what we really want people to do is to take action. For themselves and for the people they care about. The first step is joining, which they can do at onUp.com. Here they can also take the mental wealth quiz – where they’ll learn more about financial stress and confidence (and, we hope, be inspired to learn more). They can also sign up for a newsletter. You see, what we’re trying to do is show that financial confidence doesn’t have to be difficult or daunting. It’s about taking small steps. So after they’ve signed up, they’ll receive a welcome email – which will encourage them to learn more. It will direct them to the SunTrust Resource Center, where they can read articles, download tools and find links to online solutions.
- By encouraging people to take small steps we can lead them away from financial stress so that they can be present in the life-enhancing moments that they truly care about out. For us, that’s a life well spent. And here’s what the steps from stress to confidence look like. These steps are different for everyone, but we’ve identified key phases and the actions that you need to complete before you can legitimately move into the next phase. Everyone starts in a different place according to their circumstances – but by taking the appropriate actions people progress up the staircase towards a life well spent – away from financial stress. Take a look at the staircase…does some of this look familiar? Where do you think your starting point is. [insert personal anecdote: e.g. “ for me, I have the basics in place, but I know I need to be thinking about the future…”]
- Today I’ve taken you through what our movement is and how we want to reach many millions of Americans. But now I want to talk about you. I want you to take a moment and think about what’s most important to you. Either now or in the future. Maybe you’d like a bigger home, or to learn a language and travel – maybe you’d just like to spend more time with your family and less time at work. And now think about financial confidence –and if you had complete confidence in your financial situation how liberating that would be. That’s what onUp is about. The movement is all about focusing on what really matters to you and then taking steps to make it happen. We’ve tried to make this as simple as possible—and you’ve seen what onup.com has to offer. So check out the site –take the quiz, join the movement. By doing this, you’re starting the conversation and taking steps…and each step gets you closer to things that really matter. Finally, the journey to financial confidence is something that we want everyone to experience. So don’t keep it to yourself! Spread the word! Together we can change the lives of millions of Americans! Thank you.