Capital One – Conversation Cafes

US bank Capital One wanted to understand how a bricks and mortar institution could stay relevant in the face of the fintech challenge.

We identified that customers’ ideal relationship with their bank was more than merely transactional and extended to an underlying desire that a bank might help them at a personal level to live well around money.

We helped take Capital One back to the future of relationship-based, community-centred banking and launched a range of classes, brunches, workshops and 1-2-1 coaching in their branded cafe spaces across the US.

Our curriculum explored how customers could spend in accordance with their personal values, set clear financial boundaries with friends and families, talk to loved ones about financial issues and set realistic goals.

After a successful pilot, our curriculum is rolling out across the US.