BMO Financial Group Financial Education Program

This document is a case study detailing BMO Financial Group's initiative to enhance financial literacy through an innovative online education program. The program, named SmartProgress, was developed in partnership with Everfi and aims to provide accessible financial education to users regardless of their banking status. The case study outlines the objectives of the program, which include delivering engaging and measurable educational experiences that empower individuals at various stages of their financial journeys. It describes the tailored content offered, which includes modules on banking basics, homeownership, investing, small business, and retirement planning. The program also addresses the diverse needs of specific communities, such as Indigenous populations and newcomers to Canada, by providing personalized microsites. The document highlights the program's success in reaching over 280,000 users and its recognition for enhancing customer experience through digital channels. BMO's commitment to financial empowerment and community support is emphasized throughout the case study.