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| Institution
Benefits |
- Increased
traffic
- Longer
website visits
- More
cross-selling
- Lower
attrition
- Positions
products as solutions
- Stronger
relationships
|
| Website
visitor benefits |
- Find
solutions
- Reach
financial goals
- Be
better informed
- Feel
empowered
|
| Financial
Wisdom OnLine For Your Website |
- Basic
and customized services are available
- Simple
and fast to add to your site
- Link
from your What's New, Financial Tools, Education, About
Us or other webpages
- Offer
as a service to your partner organizations
|
|
Monthly
Costs
|
- Basic
- $300
- Custom
- $350
- No
set up fees or
long term commitment
|
Visit
a sample Financial Wisdom OnLine Monthly Newsletter
|
|
Financial
Wisdom OnLine Monthly Newsletter
|
|
With
Resource Center to make your website more effective
|
Fresh, relevant
and useful content on your website will increase website traffic,
lengthen visits, and position your institution as a caring and trusted
financial partner. Helping consumers better understand their finances
and make more informed decisions will lead to better cross-selling
and lower attrition.
The Financial
Wisdom OnLine Monthly Newsletter service includes five new articles
each month and a Resource Center with additional content to make
your website a destination for financial solutions.

Visit
a sample Financial Wisdom OnLine Monthly Newsletter
|
Monthly
Newsletter - Relevant and Timely
|
|
Relevant
Article Topics
|
Timely
Themes
|
- General
- Home
& Residence
- Insurance
- Investing
- Retirement
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- Taxes
& Estate Planning
- Issues
Facing Parents
- Financial
Life Events
- Financial
Organization
|
- First
quarter - retirement and IRAs
- Second
quarter - making your financial life simpler
- Third
quarter - organizing your financial life
- Fourth
quarter - income taxes and estate planning
|
Resource
Center - Informative and Useful
To bring your website visitors back to your site more often, a Resource
Center with a Library of over 100 financial articles, financial
worksheets (including the Family Records Almanac), and calculators
is also included.
Customization
Available
The basic Monthly OnLine Newsletter service includes using your
name and logo on the front page and Resource Center. A "Return
To" link is also included on each of those pages.
The customized
service provides the opportunity for you to choose a monthly article
from the Resource Center Library that supplements or coincides with
your 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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