About
Welcome to our non-profit membership organization, a community of CXO-level banking executives dedicated to serving customer needs for positive financial health outcomes. Our focus is on collaboration, removing obstacles, measuring results, and forging new paths to engage customers and communities in support of financial wellness.
Our Guiding Principles
Mission Statement
Lift financial engagement in the communities we serve by collaborating as a banking community, focusing on removing obstacles, measuring results, and forging new paths to engage customers and communities in support of financial wellness.
Our Commonality
We recognize national financial brands and digital ‘banks’ as competitive threats. To maintain relevance, we prioritize moving, morphing, and anticipating needs. We leverage proximity and trust to serve our communities.
Our Members
We seek like-minded senior executives who fit our commonality. Guests are encouraged to join our meetings, fostering diverse perspectives and innovative thinking.
Our Why
Peers working together for camaraderie, community, connection, and collaboration to guide users to financial security, providing confidence and choices in controlling their financial health.
…and we have fun doing so!
Meetings are structured with a FinTech update from one of our experts, a member led discussion, and an outside Mastermind speaking on a topic identified as important by the group. Afterwards we network often in the fresh air. Carpe diem.
Want to be apart of the group?
Guests are always welcomed! Click the button below to fill out our contact form to come meet the group.
Friends For Financial Wellness 