The Five-Minute Branch
New York metropolitan area
A compact branch with no teller line organizes five-minute conversations around one real-life money task.
CampaignHelp a credit union start useful acquisition conversations with younger New Yorkers while protecting privacy and avoiding high-pressure selling.
Audience / Freelancers, hourly workers, and first-time savers who want practical answers before choosing a financial institution.
Guests choose one private topic card—irregular income, first emergency fund, shared rent, or rebuilding a banking routine.
Trained educators use laminated scenario boards and neutral examples; ambassadors never ask for account balances or provide individualized financial advice.
A privacy screen lets interested guests check eligibility and book a branch or video appointment on the institution's secure device flow.
Daily compliance review samples talk tracks, consent language, lead handling, and the physical security of all devices.
THE NUMBERS.
Results from the program.
eight-week target
opt-in target
target from attended appointments
