Turning Financial Education into Business Engagement Opportunities
Most institutions view financial education as a regulatory requirement, a box to check. But what if it could become one of your most powerful engagement tools? In the latest American Bankers Association Partner Network Podcast, Everfi’s Senior Manager of Product Marketing, Doug Haehl, shares how forward-thinking banks and credit unions are transforming financial education into measurable business results, driving customer engagement, loyalty, and measurable ROI.
Today’s most forward-thinking banks are reimagining financial education as a strategic business tool — one that goes beyond transactions to help businesses achieve their goals. When banks provide educational resources that are practical, actionable, and aligned to real business challenges, they strengthen trust and position themselves as partners in success.
From Learning to Lasting Loyalty
Everfi Achieve™ is a digital platform built to move customers from learning to action. Achieve combines relatable content, interactive tools, and personalized next steps that seamlessly connect education to a bank’s products and services. By helping customers apply what they learn in real time, banks can deepen relationships and demonstrate real value — turning financial education into a catalyst for both customer loyalty and business growth.
Measuring What Matters Most
For financial institutions, impact has to be more than anecdotal — it has to be measurable. Everfi helps banks track both engagement metrics and business outcomes, offering visibility into how education drives real behavior change.
From program participation and completion rates to product conversions and goal progression, Achieve delivers a clear view of how financial education translates into business results. The ability to track these “education-to-action” moments provides powerful proof points for leadership, regulators, and community partners alike — showing that financial wellness efforts truly deliver impact and ROI.
Click here to learn how your bank can use Everfi Achieve to turn learning into measurable business growth.