Creating “Custom Moments” That Drive Action: A Smarter Way to Connect Financial Education to Engagement

At Everfi, we believe financial education should do more than just inform—it should inspire action. That’s why we created Custom Moments – a powerful feature in our Achieve™ platform that transforms learning into doing.

Custom Moments are built-in, branded interaction points within our consumer financial education platform that allow financial institutions to personalize the learning experience and guide learners toward meaningful next steps—whether that’s opening an account, exploring a product, or engaging with your brand in a new way.

What Is a Custom Moment

A Custom Moment is a seamless, embedded experience placed at key decision points within an Achieve financial education module. As a learner completes a course on a topic like credit scores, budgeting, or savings goals, they’re presented with a branded opportunity that feels like a natural extension of the content—because it is.

These moments can be customized to:

• Introduce a short video from your team to build trust and explain how your institution can help
• Link to a relevant financial product or resource, such as a checking account, credit card, or personal loan
• Highlight a reward or incentive, such as a gift card for attending a financial wellness webinar or completing a product application
• Encourage deeper engagement, like scheduling an appointment or visiting a local branch

Why Custom Moments Matter

In the world of digital financial education, relevance is everything. Learners are more likely to take action when they’re in the mindset of change—right after they’ve learned something that impacts their real life.

With Custom Moments, you’re not just delivering content. You’re creating:

• Contextual Calls to Action – Triggered precisely when the learner is ready.
• Stronger Brand Affinity – Branded messaging builds trust in a value-driven environment.
• Trackable Engagement – See how learners interact with your offerings post-education. Everfi customers see an average of 30% click through/conversion rate on Custom Moments.

Designed for Banks and Credit Unions

Whether you’re promoting a new financial product, supporting your CRA or volunteerism goals, or driving community engagement, Custom Moments are a powerful tool to link education to measurable outcomes.

Imagine this:

• A learner finishes a module on building credit—and gets a short video message from your lending officer with a link to apply for a secured credit card.
• Someone completes a budgeting course—and receives an invitation to a branch workshop with a $25 savings incentive.
• A new member explores savings options—and is directed to your high-yield account offer tailored to their needs.

These are Custom Moments—and they’re built to convert.

Easy to Set Up. Seamless to Deploy.

Everfi makes it easy to create, manage, and measure Custom Moments through your Achieve dashboard. We handle the integration—you provide the video, message, or link—and we place it where it will have the biggest impact.

Ready to Create Your Moment

If you’re already using Everfi  Achieve, reach out to your customer success manager to activate Custom Moments today. Not yet using Achieve? Let’s talk about how you can connect education to engagement—and deliver smarter impact.

Custom Moments aren’t just a feature. They’re a strategy.

Let’s make your financial education actionable.

Want to see Custom Moments in action? Request a demo at Digital Financial Education for Your Consumers | Everfi