ACE / NYEST. 18
Illustrative / Harborline Credit Union

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.

The Five-Minute Branch illustrative campaign blueprintConcept image / not client work
The brief

Help a fictional 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.

01

Guests choose one private topic card—irregular income, first emergency fund, shared rent, or rebuilding a banking routine.

02

Trained educators use laminated scenario boards and neutral examples; ambassadors never ask for account balances or provide individualized financial advice.

03

A privacy screen lets interested guests check eligibility and book a branch or video appointment on the institution's secure device flow.

04

Daily compliance review samples talk tracks, consent language, lead handling, and the physical security of all devices.

Modeled proof

TARGET, NOT RESULT.

These figures show how the concept could be measured. They are planning targets, not historical performance.

11,700
Education sessions

Illustrative eight-week target

2,040
Qualified appointments

Illustrative opt-in target

24.5%
New-member conversion

Illustrative target from attended appointments

The Five-Minute Branch concept detail 1
The Five-Minute Branch concept detail 2
Next blueprint

Borough After Dark

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