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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Leveraging Digital Innovations in 2025 for Financial Education and Customer Engagement

The banking industry is evolving rapidly, and as more customers rely on technologies like mobile apps it is shifting how they view and interact with their financial institutions

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GM Financial and EVERFI Achieve: Bridging Financial Gaps with Impactful Solutions (Developing)

GM Financial, a leader in financial services, identified the need to extend its financial education beyond traditional workshops.

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Effective Learner Engagement: Personalized Training vs. Traditional Gamification

Research shows that while gamification can initially boost engagement through rewards and competition, its effects often fade over time. However, when personalized to the learner, gamification can be a powerful tool for improving financial literacy.

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May 2025 Toolkit – Mental Health Awareness

Nationally recognized awareness months give you a great opportunity to engage your workforce in conversations and learning all year. The theme for May is Mental Health Awareness.

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Is Your Financial Institution Missing These Engagement Opportunities?

Financial institutions have a unique opportunity to build lasting relationships with their customers by engaging them during these significant life milestones.

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Friends on the steps of a high school

Why Financial Institutions Should Play the Long Game and Invest in the Next Generation

As Gen Z and Gen Alpha, specifically those in high school, come of age, their financial habits and preferences are beginning to take shape, presenting both opportunities and challenges for the banking industry.

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5 Types of Workplace Hazards that HR Leaders Should Acknowledge

Today’s HR leaders are tasked with the critical responsibility of identifying and mitigating workplace hazards.

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When It Comes to Financial Education, The More the Better

EVERFI's longitudinal study revealed a clear point: students who receive a series of financial education interventions are more likely to achieve sustained improvement compared to those who receive just one.

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The Importance of Financial Literacy Beyond K-12 Education

While much of the focus of Financial Literacy Month is often on K-12 students, financial literacy is important for adults as well.

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The State of Financial Literacy: An Urgent Call for Education for the Next Generation

While young people are being exposed to and have interest in new financial products and technologies, they don’t necessarily have the confidence or tools to properly engage with them and manage their personal finances.

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State of Financial Literacy Report 2025

A review of survey responses from those students closest to their transition to adulthood – high school juniors and seniors – paints a picture of young people’s financial attitudes and preparedness to manage personal finances.

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How Educators Credit Union Embraced Innovation to Reach Young People

Educators Credit Union aimed to do more than just check a box for community engagement. They desired a deeper connection with their community that would truly make an impact.

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Transform Customer Engagement with the EVERFI Achieve Product Guide

In today’s competitive environment, financial institutions face the dual challenge of differentiating themselves while deepening customer relationships.

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Building Financial Confidence: The Value of Safe Practice Environments

In the realm of financial education, the ability to practice in a safe environment is invaluable. This approach builds confidence while enhancing engagement with financial products and services.

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