Over 70% of Americans are financially stressed
12% of Americans skip going to the doctor because of financial concerns
80% of people admitted that their personal finances keep them awake at night
21% of couples who rate their financial stress as at least “somewhat high” are arguing more
32% of adults say their finances keep them from living a healthy lifestyle
That's why SunTrust has decided to take a stand against financial stress. We've sparked the onUp Movement to inspire millions to take a step forward toward financial confidence. We know that small steps make a big difference. That's what onUp is all about, moving onward and upward.
So start today, because together there's only one way to go — onUp.
Read more at https://onupmovement.suntrust.com/?cid=va|onupcom#70QPr5Q6XZO5gpgC.99
4. CLICK TO EDIT
MASTER TITLE STYLE
4
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
4
And…
5. CLICK TO EDIT
MASTER TITLE STYLE
THAT’S NOT OK.
We need action.
We need to change the
conversation about money.
5
6. CLICK TO EDIT
MASTER TITLE STYLE
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.
6
7. CLICK TO EDIT
MASTER TITLE STYLE
TEAMMATES
HOW WE WILL REACH 5 MILLION PEOPLE IN 5 YEARS
7
25,000
people taking action
1Mpeople taking action
750,000
people taking action
3.2M
people taking action
onUp.comFINANCIAL FITNESS
FOR TEAMMATES
COMPANIES
FINANCIAL FITNESS
FOR COMPANIES
COMMUNITIES
FINANCIAL WELLBEING
FOR COMMUNITIES TOOLKIT
AND PUBLIC POLICY
CONSUMERS
7
8. CLICK TO EDIT
MASTER TITLE STYLE
60 SECOND COMMERCIAL
https://www.youtube.com/watch?v=kKtDqM1H82w
8
10. CLICK TO EDIT
MASTER TITLE STYLE
WHY SUNTRUST? WHY NOW?
The movement is our
purpose in action.
10
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.
11. CLICK TO EDIT MASTER TITLE STYLE
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 PROGRAM
FINANCIAL FITNESS FOR TEAMMATES
14,000teammates enrolled
11
Over
7,500opened 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%)
12. CLICK TO EDIT MASTER TITLE STYLE
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
12
AND WHEN WE
LAUNCHED THE
MOVEMENT TO OUR
EMPLOYEES,
22,000 JOINED.
https://vimeo.com/text100uk/review/158320037/ed7e3aee9d
13. CLICK TO EDIT MASTER TITLE STYLE
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
WE NOW WANT TO HELP OTHER COMPANIES
DO THE SAME…
13
Financial issues are the
number one cause of
Workplace stress.
1
NO.
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.
14. CLICK TO EDIT MASTER TITLE STYLE
Click to edit Master text styles
Second level
Third level
Fourth level
Fifth level
FINANCIAL FITNESS FOR COMPANIES
14
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.
15. CLICK TO EDIT
MASTER TITLE STYLE
15
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
16. CLICK TO EDIT
MASTER TITLE STYLE
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
16
JOIN LEARN TAKE ACTION
17. CLICK TO EDIT
MASTER TITLE STYLE
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’
VALUES
IDENTIFY YOUR VALUES AND FINANCIAL
BEHAVIORS & DETERMINE THE EXTENT TO
WHICH THEY ALIGN
17
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.
18. CLICK TO EDIT
MASTER TITLE STYLE
HOW DO I GET STARTED?
Take a
step
Join the
movement
at onUp.com
Start the
conversation
Spread
the word
1
18
2 3 4
19. CLICK TO EDIT
MASTER TITLE STYLE
Join us in moving
America onwards and
upwards towards
financial confidence.
onUp.com
19
Notas do Editor
So the movement is how we put our purpose into action.
And it starts really simply. We need to change the conversation about money.
Many people think financial planning isn’t for them. Or they’re ashamed. By getting them to start talking about financial stress, we can help people move from stress to confidence, and businesses toward smart growth.
Onward and upward, one step at a time.
And what happens when someone joins the movement?
Well, what we really want people to do is to take action. For themselves and for the people they care about.
The first step is joining, which they can do at onUp.com.
Here they can also take the mental wealth quiz – where they’ll learn more about financial stress and confidence (and, we hope, be inspired to learn more).
They can also sign up for a newsletter. You see, what we’re trying to do is show that financial confidence doesn’t have to be difficult or daunting. It’s about taking small steps.
So after they’ve signed up, they’ll receive a welcome email – which will encourage them to learn more. It will direct them to the SunTrust Resource Center, where they can read articles, download tools and find links to online solutions.
By encouraging people to take small steps we can lead them away from financial stress so that they can be present in the life-enhancing moments that they truly care about out. For us, that’s a life well spent.
And here’s what the steps from stress to confidence look like.
These steps are different for everyone, but we’ve identified key phases and the actions that you need to complete before you can legitimately move into the next phase.
Everyone starts in a different place according to their circumstances – but by taking the appropriate actions people progress up the staircase towards a life well spent – away from financial stress.
Take a look at the staircase…does some of this look familiar? Where do you think your starting point is. [insert personal anecdote: e.g. “ for me, I have the basics in place, but I know I need to be thinking about the future…”]
Today I’ve taken you through what our movement is and how we want to reach many millions of Americans. But now I want to talk about you.
I want you to take a moment and think about what’s most important to you. Either now or in the future. Maybe you’d like a bigger home, or to learn a language and travel – maybe you’d just like to spend more time with your family and less time at work. And now think about financial confidence –and if you had complete confidence in your financial situation how liberating that would be. That’s what onUp is about.
The movement is all about focusing on what really matters to you and then taking steps to make it happen. We’ve tried to make this as simple as possible—and you’ve seen what onup.com has to offer. So check out the site –take the quiz, join the movement.
By doing this, you’re starting the conversation and taking steps…and each step gets you closer to things that really matter.
Finally, the journey to financial confidence is something that we want everyone to experience. So don’t keep it to yourself! Spread the word!
Together we can change the lives of millions of Americans!
Thank you.
