onUp Movement Story: Enter the Sweepstakes @ suntrust.com/yearonup enter code: PR010192

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© 2016 SunTrust Banks, Inc. SunTrust is a federally registered trademark of SunTrust Banks, Inc.

onUp TOFINANCIAL CONFIDENCE


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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…


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.


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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

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And…


THAT’S NOT OK.We need action. We need to change the conversation about money.

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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.

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TEAMMATES

HOW WE WILL REACH 5 MILLION PEOPLE IN 5 YEARS

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25,000 people taking action

1M people taking action

750,000 people taking action

3.2M people taking action

onUp.com FINANCIAL FITNESS FOR TEAMMATES

COMPANIES

FINANCIAL FITNESS FOR COMPANIES

COMMUNITIES

FINANCIAL WELLBEING

FOR COMMUNITIES TOOLKIT AND PUBLIC

POLICY

CONSUMERS

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60 SECOND COMMERCIAL

https://www.youtube.com/watch?v=kKtDqM1H82w8

https://www.youtube.com/watch?v=kKtDqM1H82w


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.

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WHY SUNTRUST? WHY NOW?

The movement is our purpose in action.

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.


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 PROGRAMFINANCIAL FITNESS FOR TEAMMATES

14,000 teammates enrolled

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Over 7,500

opened 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%)




Fifth level

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AND WHEN WE LAUNCHED THE MOVEMENT TO OUR EMPLOYEES, 22,000 JOINED.

https://vimeo.com/text100uk/review/158320037/ed7e3aee9d

https://vimeo.com/text100uk/review/158320037/ed7e3aee9d




Fifth level

WE NOW WANT TO HELP OTHER COMPANIES DO THE SAME…

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Financial issues are the number one cause of

Workplace stress.

1NO.

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.




Fifth level

FINANCIAL FITNESS FOR COMPANIES

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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.


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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


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

16JOIN LEARN TAKE ACTION


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’

VALUESIDENTIFY YOUR VALUES AND

FINANCIAL BEHAVIORS & DETERMINE THE EXTENT TO WHICH THEY ALIGN

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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.


HOW DO I GET STARTED?

Take a step

Join the movement

at onUp.com

Start the conversation

Spread the word

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Join us in moving America onwards and upwards towards financial confidence.onUp.com

Date post:	19-Mar-2017
Category:	Education
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onUp Movement Story: Enter the Sweepstakes @ suntrust.com/yearonup enter code: PR010192

Education