Case Study · EverBank

How EverBank made financial education easy for every associate to deliver with Cashy

Plug-and-play workshops for every audience, from sixth graders to seniors. Prep dropped from 2 hours of planning to a 10-minute email.

Tori Pappas, EverBank
Featuring Tori Pappas · Community Impact Manager · EverBank
01

Financial education any associate can deliver

Cashy makes delivering financial education approachable for EverBank associates. No teaching background needed, and no public-speaking pressure. A volunteer picks the topic, hits play, and the platform carries the session from there.

“It is plug and play, but it’s also flexible. If someone’s a first-time volunteer, I’m confident they can do it. If it’s their tenth time, they can get really creative.” Tori Pappas, Community Impact Manager, EverBank

That ease shows up on the coordination side too. Prep used to start weeks ahead of every workshop. With Cashy, it’s a single email.

“I was prepping for 2 hours per workshop. Mapping out, bringing volunteers together for a prep meeting, making sure they knew the materials. Now it is an email. Takes me 10 minutes.” Tori Pappas, Community Impact Manager, EverBank

Any associate can run a session without rehearsal, and each workshop takes 10 minutes to set up.

02

A toolkit for every audience

Cashy isn’t one thing. It’s a toolkit. EverBank uses it across audiences. Sixth graders. High schoolers. Adults. Seniors.

“We’re not only using Cashy with students. It is all ages.” Tori Pappas, Community Impact Manager, EverBank

Three formats sit underneath that range. Presentations bring memes, colorful stats, and discussion prompts instead of stale slides. Calculators make the lesson personal, letting attendees model their own budgets and debt payoff scenarios in real time. And the games are where the energy lives. Money Talk turns prompts into emoji reactions. Wheel of Fortune turns terms like “401K” into competition between teams.

Three formats, every audience, one platform.

A Cashy workshop in action

03

The games are the hook. The conversations are the lesson.

Cashy looks like a game on the surface. The Money Talk game starts with everyone throwing one-word descriptions of their budget into the screen. Students fire off anger emojis and flame emojis. Energy goes up. Then volunteers settle the room and turn the prompts into conversation: student A, why this word? Student B, why yours? How do we fix it?

“You go from really high energy, there’s screams, to then these deep conversations and the questions that people ask.” Tori Pappas, Community Impact Manager, EverBank

In another game, two teams, the lions and the sharks, compete to guess words like “401K”. The competition pulls the room in. Then the question lands: what is a 401K? It’s never too early to start, whether the room is full of working adults or sixth graders.

The fun is the doorway. The conversations are what attendees take home.

04

Volunteers come back, and community partners ask for more

After a Cashy session, EverBank volunteers walk back to their desks and tell their teams. The next event recruits itself.

“All of these teammates go back to their desks. They share about their experience, and then we have volunteers saying, I want to be part of the next one.” Tori Pappas, Community Impact Manager, EverBank

Community partners notice the same thing. As soon as EverBank plays, they’re asked to come back.

The volunteers tell it best.

“One thing I can say about Cashy is that it has elevated the way EverBank teaches financial literacy. It has reduced our preparation time and empowered our new volunteers by giving them the confidence to deliver financial education in an interactive, engaging, and creative way.”

Kamaria EvansEverBank Volunteer

“We met with a group of high schoolers to teach the Fraud presentation. At their age, they have not seen financial fraud themselves, but they started sharing situations their parents have experienced. After the presentation, we played Money Talk for fraud. I knew they ‘got it’ when one young man used ‘DOB’ as his player name and another used ‘Password’. The students really got pumped up competing with their peers anonymously.”

Margie SergentEverBank Volunteer

“Cashy helps us turn financial education from a listless lecture into lively learning. The interactive games and presentations make it easy for our associates to teach and enjoyable for students to participate.”

Steve HansonEverBank Volunteer

See how to gamify your financial education with Cashy

See the platform and experience the interaction.