Guide: How to Engage Your Bank

Aligning Your Company’s Banking & Sustainability

Why is it important?


One of the most impactful things companies can do to leverage their financial power is to engage with their banks about their climate practices and policies. However, for companies that have never engaged with their banks on climate, getting started can feel overwhelming.

That’s why we designed this guide: To help companies conduct a qualitative assessment of the climate performance and trajectory of their bank(s). By using this guide, companies can collect critical information about its banking partners’ climate planning, financial exposure to fossil fuels, and environmental impact—data that is needed to ensure your company’s financial management and services align with its financial and sustainability goals.


The questions outlined in the guide also provide companies the opportunity to engage with their bank(s) as a supply chain partner and advocate for banks to adopt important climate policies and best practices.