Case Studies
How are financial institutions putting fairness, accountability, and community wellbeing at the center of their work?
These case studies from the field highlight how banks are aligning their strategies and practices with the needs of their own communities—expanding opportunity, supporting local economies, and building long-term benefits for people and the planet.
By sharing these examples, we aim to spark ideas that support financial leaders who want to strengthen their impact while building resilient, responsible institutions.
2026: Beneficial State Bank
Values-based lending to advance economic mobility, environmental sustainability, and community wellbeing.
2026: Fifth Third Bank
Place-based economic development to support community-led revitalization in historically disinvested neighborhoods.
2026: New Orleans Firemen’s Federal Credit Union
Relationship-based underwriting to expand access to homeownership and close the racial wealth gap.
2026: Texas National Bank
Community-rooted banking to expand homeownership, small business access, and opportunity in an underbanked region.
Alternatives Federal Credit Union
Fair lending and character-based underwriting to expand access and close the racial wealth gap.
Amalgamated Bank
Fair wages and collective bargaining to put worker dignity at the center of banking.
Berkshire Bank
Staff-led inclusion practices to build a workforce that reflects the communities served.
BMO Harris Bank
Representation goals and targeted hiring to move from diversity aspiration to accountability.
City National Bank
Green building standards and operational changes to shrink the environmental footprint of banking.
Comerica Bank
Environmentally beneficial lending and transparent reporting to align capital with climate accountability.
Vancity Credit Union
Carbon-neutral operations and a net-zero lending commitment to address the climate crisis.