Featured Resource
Financial Resolutions Toolkit
The start of a new year is a popular time for consumers to set new goals. Use the resources in this toolkit to help your members and consumers make their financial resolutions and establish a plan to stay on track throughout the year.
Marketing Toolkits
Getting Started Toolkit
A four step plan and suite of resources to help you execute a successful launch of your financial education program.
Financial Literacy Month Toolkit
This April, use the following communications tools and templates to showcase your commitment to improving the financial capability of the communities you serve.
Financial Resolutions Toolkit
Use these valuable resources about financial resolutions to inform and empower your consumers.
Holiday Spending Toolkit
In this toolkit, you’ll find a simple holiday season strategy
and accompanying resources about common holiday pitfalls to offer your consumers.
Home Buyers Toolkit
Promote mortgage education to your customers and members.
Personalized Playlist Toolkit
Promote the new personalized learning experience to help plan around individual financial situations and aspirations.
Small Business Toolkit
Use this suite of resources to help you execute a successful promotion of your small business financial education program.
Small Business Saturday Toolkit
Use this toolkit of resources to help you execute a successful campaign to promote your small business financial education program.
Spring Cleaning Toolkit
Communications materials to promote your financial education program during the month of April.
Summer Spending Toolkit
As the weather warms up, consumers will be spending more on activities, events, child care, and vacations. These resources will help you support your consumers’ financial goals this summer.
Marketing Libraries
@Work Marketing Library
Explore a library of marketing assets for each individual @Work module, including promotional copy, social media posts, and course imagery.
Elder Fraud Marketing Library
Explore a library of marketing assets for each individual Elder Fraud module, including planning for a caregiver, becoming a caregiver, and reporting elder financial abuse.
Small Business Marketing Library
Explore a library of marketing assets for each individual Small Business module, including promotional copy, social media posts, and course imagery.
Best Practices
Webinar | Multi-Channel Marketing
Best Practices for Building Financial Education into your 2019 Strategy.
Course Resources
Communication Templates
Emails
Sample emails for communicating with your customers/members or employees about your EVERFI program.
DownloadCase Studies
Helping Members Take Charge of Their Finances
> Featuring: Pacific Service Credit Union
Learn how PSCU is utilizing @work across their marketing channels, which includes an impressive 30% email open rate for financial education related emails (industry standard for financial services is 20%)!
How Community First Credit Union Integrates Financial Education Into Their Marketing Strategy
> Featuring: Community First Credit Union
The credit union, based in northeast Florida, carried out a study with Equifax to determine the credit status of their community. The results revealed that more than 60 percent of their market had low or no credit—with scores in the D or E range or no score, which is relatively common with younger demographics, including millennials, who have yet to build a credit history.
Helping Business Partners Find ROI in Financial Wellness
> Featuring: Advanced Capital Group
CHS knew that it needed a financial education program to add to their wellness offerings in order to promote their retirement plans and could not rely on a one-size-fits-all approach.
Helping Minority Populations Achieve Financial Capability
> Featuring: Native American Bank
With a mission of supporting economic growth and empowering financial capability in Native American communities across the United States, Denver-based Native American Bank N.A. (NAB) understands the critical issues that continue to face this population—particularly in areas underserved by traditional financial institutions.
Creating a Valuable Digital Dialogue with Consumers
> Featuring: SCE Federal Credit Union
Many financial institutions rely on traditional advertising methods to reach their communities — methods difficult to both measure and scale —but SCE FCU saw an opportunity to elevate its brand by doing something different.