EVERFI Blog Posts and Webinars to Case Studies and Guidebooks

At EVERFI, we know that knowledge is power. That’s why we’re excited to share ours with you. From blog posts and webinars to case studies and guidebooks, our team of technologists, teachers, and education innovators offer expert insight to help you get the most out of our technology.

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Tailored Learning Pathways: Elevating Financial Literacy and Customer Satisfaction

By tailoring learning pathways, we can reimagine financial education, ensuring learners receive the most relevant and impactful content for their financial situations.

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Student meeting with teacher in a classroom

Actionable Strategies for Financial Institutions to Reach Future Gen Z Customers

For financial institutions, engaging this tech-savvy and socially conscious generation requires innovative, thoughtful, and out-of-the-box strategies.

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Building Brand Loyalty with Gen Z

Engaging Tomorrow’s Customers, Today: How Financial Education Builds Lasting Brand Loyalty with Gen Z

Companies that prioritize financial education not only empower young customers but cultivate brand affinity that lasts a lifetime.

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Students in a classroom

Why Brand Awareness is a Necessity for Building Trust with Gen Z

As the world becomes increasingly digital and interconnected, financial institutions face the challenge of engaging with an emerging generation of customers: Gen Z.

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Students in a classroom on their computers

Why Addressing the Financial Literacy Crisis is a Strategic Marketing Move

As financial products and services become increasingly intricate, the need for consumers of all ages to be well-informed and capable of making sound financial decisions grows exponentially.

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Empowering Financial Success: How Goal-Setting Principles Enhance Customer Loyalty

By incorporating goal-setting principles, we’re able to help customers directly with the financial goals they are trying to achieve.

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High school students on computers

Emerging Trends and Opportunities for K-12 Financial Literacy Education

With 26 states having mandates requiring financial education for students prior to graduation, the only constant is that no two states approach this the same.

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Gamification

Rethinking Gamification: Enhancing Adult Learning with Personal Impact

By prioritizing tools that demonstrate personal impact, organizations can achieve more effective and lasting results in financial education.

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How Financial Institutions Can Help Their Community Avoid These Common Financial Mistakes

By addressing financial mistakes with customers, banks and credit unions can drive growth while improving financial literacy in their communities.

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Financial institutions offering financial education to families and community

How Financial Education Can Engage Communities and Empower Future Generations

Financial institutions that offer financial literacy resources can enhance brand awareness and help create a financially literate society and future workforce.

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Two students in a classroom

The Importance of Economics Education for High School Students: Empowering the Next Generation

Introducing economics education at the high school level is pivotal in equipping Gen Z with the necessary tools to navigate the complexities of the modern world.

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Leveraging Digital Innovations in 2025 for Financial Education and Customer Engagement

As banking customers rely on technologies like mobile apps, it's shifting how they view and interact with their financial institutions.

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Financial Education for All: The Private Sector's Contribution to the National Strategy for Financial Inclusion 

For the private sector, the NSFI presents a clear opportunity to address the financial literacy gap while strengthening their communities and customer base.

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Gen Z and financial education

Critical Financial Education to Capture Next Gen’s Attention

Financial literacy is more than a buzzword, it’s a crucial life skill that shapes future financial well-being and independence.

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