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Financial
Tool Kit
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An
entirely new dimension of service for your website
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Provide
consumers with the tools to help them manage their finances
wisely with the Financial Tool Kit. This "branded"
site of useful tools and information adds value to your site
and helps make it the effective marketing channel it can be.
You can also choose the monthly Ideas to coincide with your
other marketing efforts.
The Checklists,
Worksheets and Library of Articles will inform your website
visitors and create results - cross-sales, up-sales, reduced
attrition, increased website traffic and prolonged website
visits.

Visit
a sample Financial Tool Kit
The
Checklists address the fundamental aspects of managing
one's finances and are the basis of this useful tool. Each
Checklist identifies key issues or poses critical questions.
The reader is then directed to an associated article to learn
more. In addition, the Checklist points out how your organization
can assist in implementing a solution.
Customization
Available
The basic Financial Tool Kit includes your name and logo on
the front page and the More Resources page. A "Return
To" link is also included on each of those pages.
The customized
service enables you to choose a Monthly Idea that can supplement
or coincide with our other marketing efforts. For example,
if you have a CD promotion, you could choose an article on
Laddering Maturities or a home equity loan program could supplemented
with an article on the convenience and tax benefits of home
equity loans.
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