Plug-and-play workshops for every audience, from sixth graders to seniors. Prep dropped from 2 hours of planning to a 10-minute email.
Standing in front of a classroom is the part most bank volunteers never sign up for. EverBank stopped asking them to.
“We are positioning it as, come play financial games with middle school students, rather than teach a presentation, or stand in front of the classroom.” Tori Pappas, VP Brand & Community Partnerships, 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, VP Brand & Community Partnerships, EverBank
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, VP Brand & Community Partnerships, EverBank
Three formats sit underneath that range, and which one comes out depends on who is in the room.
“That’s the beauty of this platform. There’s games, there’s presentations, and there’s calculators. The presentations have fun memes and colorful stats, discussion items, and that’s the type of presentation we want to deliver, versus a stale, boring presentation.” Tori Pappas, VP Brand & Community Partnerships, EverBank
Calculators let attendees model their own budget in real time. 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
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, VP Brand & Community Partnerships, EverBank
Community partners notice the same thing.
“As soon as we play, we’re asked to come back, frequently.” Tori Pappas, VP Brand & Community Partnerships, EverBank
“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 Evans, EverBank Volunteer
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, VP Brand & Community Partnerships, EverBank
It works the same way on a hard topic. An EverBank volunteer taught a fraud presentation to a class of high schoolers, then opened Money Talk.
“I knew they ‘got it’ when one young man used ‘DOB’ as his player name and another used ‘Password’.” Margie Sergent, Sr. Compliance Associate, EverBank
The fun is the doorway. The conversations are what attendees take home.
See the platform and experience the interaction.
