Marketing Toolkit:
Financial Resolutions
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.
Get Started
Each of the resources in the Financial Resolutions toolkit is designed to inspire and guide you in building a financial education marketing campaign to kickoff the new year. From font, to copy, to featured imagery, every asset is fully customizable to your institution’s brand, vision, and voice.
1
Use the marketing resources in this toolkit to promote key topics to your consumers.
2
Contact your Customer Success Lead for additional guidance on your Q1 campaigns.
Suggested Playlist: Financial Resolutions
Explore the library of marketing assets available for each module in the Financial Resolutions playlist.
Suggested Marketing Copy
Use this suggested messaging in your online marketing to encourage visitors to explore the Financial Resolutions playlist or read the blog article.
Copy to promote Financial Resolutions Playlist or Blog
Spark something new this year.
If you’re like many Americans, a financial resolution probably made your list of goals for the new year. [Institution Name] offers a variety of educational resources and tools to help you start the year strong and establish good habits. Check out our Financial Resolutions playlist to get started:
Get Started [DEEP LINK TO FINANCIAL RESOLUTIONS PLAYLIST OR BLOG]
Copy to promote Financial Resolutions Playlist or Blog
Spark something new this year.
If you’re like many Americans, a financial resolution probably made your list of goals for the new year. [Institution Name] offers a variety of educational resources and tools to help you start the year strong and establish good habits. Check out our Financial Resolutions playlist to get started:
Get Started [DEEP LINK TO FINANCIAL RESOLUTIONS PLAYLIST OR BLOG]
Financial Resolutions Marketing Templates
Social Media Bundle
Give your social audiences helpful tips to share as they put their financial resolutions into action.
Email Template
Amplify your message and stand out in your consumers’ inboxes with this fully customizable email template.
DownloadPoster
Echo your Financial Resolutions campaign message in branches with this sleek poster template.
DownloadHandout
Send visitors home with this handout, featuring resources that they can easily save and share.
DownloadDigital Signage
Inspire your visitors to prioritize their finances in the new year with these eye-catching digital display templates.
Download