Focus Areas - Digital Banking Topics for Seniors

Core Topics

What We Teach

Essential digital banking skills broken down into easy-to-understand categories.

Learn to use your bank's mobile app with confidence. We cover all major Mexican banks including BBVA, Santander, Banorte, and more.

Downloading and Installing Step-by-step instructions for getting your bank's app on your smartphone safely.
Initial Setup How to register, create your login credentials, and verify your identity securely.
Daily Operations Checking balances, viewing transactions, and navigating the app interface with ease.
Troubleshooting Solutions for common problems like forgotten passwords or app errors.

Master modern payment technologies that make transactions faster, easier, and more convenient.

QR Code Payments How to scan QR codes to pay at stores, restaurants, and markets throughout Mexico.
Digital Wallets Using services like Mercado Pago, PayPal, and other popular payment platforms.
Online Shopping Safe practices for making purchases on websites and e-commerce platforms.
Contactless Payments Understanding and using tap-to-pay features on your cards and phone.

Protect yourself from scams and keep your financial information safe. This is our most important focus area.

Recognizing Scams Learn to identify phishing emails, fake calls, and fraudulent messages targeting seniors.
Password Security Creating strong passwords, using password managers, and protecting your login information.
Safe Banking Habits Daily practices that keep your accounts secure, including when to log out and what to avoid.
What to Do If Compromised Immediate steps to take if you suspect your account has been accessed by someone else.

Learn to move money and pay bills digitally, saving time and trips to the bank.

Sending Money to Others Transfer funds to family and friends using their phone number, email, or account details.
Paying Utility Bills Set up and manage payments for electricity, water, phone, and internet services.
Scheduled Payments Automate recurring bills so you never miss a payment deadline.
Confirmation and Records How to save payment confirmations and track your transaction history.

Additional Topics

Beyond the basics, we help you explore additional digital financial tools and services.

Setting up notifications to monitor your account activity and stay informed about transactions in real-time.

Using app features to understand where your money goes and manage your budget more effectively.

Accessing, downloading, and understanding your monthly bank statements through the app.

How to contact your bank through the app, what information to have ready, and getting help when needed.

Managing your profile, updating contact information, and customizing app preferences for your needs.

Important security considerations when accessing banking apps on public WiFi or away from home.