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Module 4: The Connection

Connecting with Your Community

Víctor Miguel Corro, CEO of Coopera Consulting, discusses the importance of offering a truly inclusive ITIN Lending program with practical steps for financial institutions to take immediately.

Refer to page 7 of your User Guide.

Online Learning Content Presentation: Connecting with Your Community

This presentation shares best practices for understanding the makeup and needs of your community/target market, how to develop an effective segmentation assessment and strategy, and how to take steps toward developing an outreach and marketing plan that is inclusive of Hispanic and other diverse communities.

Building Trust Worksheet

Use this worksheet and the four steps included to build trust with immigrant populations in your community.

ITIN Lending Implementation Guide

Download the free, research-based implementation guide to help your financial institution implement an ITIN Lending program.

Our Partners

This ITIN online learning content would not be possible without the involvement and expertise of Coopera Consulting.

Filene would also like to thank Visa for its financial support and ongoing leadership on financial inclusion that has made the Reaching Minority Households project and its series of reports and ITIN Lending resources possible.