Mellon Bank will work with local charities to help rebuild clients’ financial lives through free workshops on budgeting and investing. We sent a team of financial planners to these organizations to assess clients’ financial needs and learn how best to support their path to financial literacy.

After reviewing community feedback, we developed a more compassionate approach to helping clients gain control of their money, address fears around investing, and navigate uncertainty about the future. Attendees received workbooks designed to guide them step by step from financial struggle toward greater confidence and control. Mellon Bank has also created Mellon Bank General Fund A specifically for beginner investors.

We gathered feedback from attendees, who were engaged with our planners, shared their experiences, and provided valuable insight into this market segment. Mellon Bank will refine its approach based on that feedback and begin a nationwide rollout. We look forward to working with more communities and developing more products to help people secure their financial futures.