CASE STUDY

Equity-Driven Capacity Building in Action

How the National Bankers Association Foundation is
Democratizing Finance Through Community Empowerment

With a goal to empower mission-driven banks to leverage their own data to drive their impact narrative, the Foundation is dedicated to supporting the sector that will lead to increased financial inclusion for all. 

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 “The greatest benefit to having a dedicated team alongside this platform is that we are able to respond to questions, concerns, or suggestions from participating banks in real-time.”
 
- Anthony Barr, Research and Impact Director, National Bankers Association

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The National Bankers Association Foundation advances the mission of Minority Depository Institutions (MDIs) by addressing the underlying causes of the racial wealth gap, leveraging capital, sharing resources, and providing concrete pathways to prosperity in underserved communities. 

Customer Since: 2021
Vertical: Nonprofit & Impact Investor

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Challenges before UpMetrics

  • Too much reliance on spreadsheets.

  • No opportunity to leverage their data for dashboards and other forms of data visualization.

  • Growing demand and burden of data reporting both internally and for the institutions they support, with no sustainable reporting process.

 

After Engaging with UpMetrics

  • Able to make critical insights from their data much more easily, and drive attention to the MDI sector. 
  • Their partner MDIs are using the platform regularly and leveraging data for compliance and to tell their story of impact. 
  • Institutional investors are using the data to understand the level and areas of impact being driven by their investments.

"This partnership with UpMetrics addresses several pain points simultaneously and provides a seamless path to robust data reporting and compelling data visualization."

- Nicole Elam, President and CEO, National Bankers Association

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