Call: 800/723-7237

Position Products as Solutions
  • Simplify finances
  • Secure retirement
  • College funding
  • Financial peace of mind

Create Revenue

  • Cross-sell and up-sell
  • Reduce attrition
  • Increase inquiries
  • Increase site traffic
  • Lengthen visits
Financial Tool Kit For Your Website
  • Customized for your organization
  • Simple and fast to add to your site
  • Offer as service to your partner organizations
Costs
  • $300 per month
  • No set up fees or long term commitment
  • Billing is quarterly in advance

Visit a sample
Financial Tool Kit

 

Financial Tool Kit
An entirely new dimension of service for your website

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.

 


© 2008 Financial Wisdom Marketing Services, Inc. • 42 Sherwood Terrace • Suite 6 • Lake Bluff • Ill • 60044 •  800/723-7237
Legal Notices and Privacy StatementSite MapContact Us