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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.

Building Emergency Savings

Budgeting Tool

Taxes

Retirement 101

Credit Scores + Reports

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.

Download

Email Template

Amplify your message and stand out in your consumers’ inboxes with this fully customizable email template.

Download

Poster

Echo your Financial Resolutions campaign message in branches with this sleek poster template.

Download

Handout

Send visitors home with this handout, featuring resources that they can easily save and share.

Download

Digital Signage

Inspire your visitors to prioritize their finances in the new year with these eye-catching digital display templates.

Download

Contact My Customer Success Manager

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Employee Launch Flyer

Preview

Preview

Design Files

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Editable PDF

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1/4 Page Handout

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Preview

Design Files

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Editable PDF

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Program Flyer

Preview

Preview

Design Files

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Editable PDF

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Program Poster

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Preview

Design Files (84MB)

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Editable PDF

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Web Ad Options

Web Ad – Banner Size

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Preview

Design Files

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Editable PDF

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Web Ad – Tile Size

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Preview

Design Files

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Editable PDF

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