Acquiring Customers Today and
Activating Customers Tomorrow:
Financial Education as Content Marketing


Powering Community First Credit Union‘s Growth
Using EVERFI’s Technology

Community First partnered with EVERFI because financial education was critical for the financial health of the larger membership base and the programs they had running previously were struggling with participation rates, particularly with in-person classes which attracted only a handful of attendees.

EVERFI created a customizable, digital platform to allow Community First to reach their members through 22 personalized educational modules.  After piloting the program internally, Community First went full-steam ahead promoting the launch of their new system to the general public. From sending personalized emails, to attracting users with one-on-one counseling and meetings with the Branch Manager, the promotions resulted in 736 appointments from 1,382 completed modules—a staggering 53 percent conversion rate within only six weeks of program launch.

Appointments booked through the moveUP financial wellness program have also helped the credit union promote their other financial products and services. Roger Rassman, Community First’s Vice President of Marketing, says they’ve seen the biggest uptick in unsecured personal loans since launching the program in the six week lifespan of the program alone—a 41 percent increase from the previous year. Download the full case study to learn more.

Reaching Core Audiences

Engage your consumers, employees and employer groups, with targeted financial education that is relevant for their life stage and goals.


Provide knowledge and skills they need to develop true financial capability and gain a better understanding of how to use your products and services.


Provide financial education to your
own employees as a benefit and increase confidence when representing your products and services.

Employer Groups

Strengthen relationships with business banking customers by providing a robust private-labeled employee financial wellness program.

Learn More and Click Below to Request a Demo.

Harvard Case Study

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