Financial Education as Content Marketing:
Learn How Community First Credit Union
Generated $2 Million

Learn More

Consumer Financial Education

Our online consumer financial education integrates with your digital marketing strategy, aligns to your products and services, and is built to empower your consumers and employees to manage their finances.

Education as Content Marketing

Provide your consumers, employees and employer groups, with financial education that acts as content marketing for your products and services.


Provide access to the learning platform through your website, e-mail, social media, and in-branch marketing channels.


Tailor learning to target consumer segments with online modules aligned to millennials, baby boomers, and other key personas.


Upon completion, learners respond to a customized call to action directing back to your relevant products and services.


Review comprehensive data reports on all learner activity on the platform and their overall financial health of each audience.

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.

Case Studies

$2 Million

In Product Sales


Web Visitor Engagement


Employees Trained


Email Open Rate

Saw 41% increase in sales over a campaign the year before that did not include consumer financial education – an increase of nearly $2 million.

In the first ten-day period after the program launch, 91% of unique visitors to the Provident Bank website signed up for the Be Financially Fit program.

Through its employee wellness program, Glacier Bank has trained 1500+ of its staff on financial topics that tie back to bank products and services.

Email marketing campaigns promoting consumer financial education achieved an impressive 30% open rate — 50% higher than industry standard.

Learn More and Click Below to Request a Demo.

Harvard Case Study

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