Finance 101: Targeted eMail Series
Give consumers the information they need to make informed decisions.

Respond immediately to a consumer's interests with an effective use of financial educational content and product positioning. The Finance 101: Targeted eMail series educates and builds trusted advisor status for your institution. Let consumers tell you what they care about and then respond with the information they want with your products as the solutions to their needs.

What is the Finance 101: Targeted eMail Series?
This series of eNewsletters is designed to respond to consumers' specific areas of interest. Each newsletter includes articles focused on their interest with the ability to include your corresponding product information. After subscribing to a Finance 101 eMail Series, consumers will receive a weekly electronic newsletter on a topic. Consumers get the information they want and you build an increased awareness as a supplier of useful information and as a source of the financial product or service they need.

Eight Targeted Areas of Interest

  • Buying a first home
  • Establishing a household
  • Funding a college education
  • Basic Financial Planning
  • Investing
  • Managing insurance needs
  • Reducing taxes

Summary
Finance 101: Targeted eMail Series works because it provides consumers exactly what they ask for. Promoting your products that are directly related to what the consumer wants has the benefits of repetition, facilitates the purchase decision and leverages your online capabilities.

Learn More
Financial Wisdom and Endai Worldwide have teamed to provide this innovative service. Learn more by visiting their websites or calling Joe Beccalori at Endai Worldwide (1-866-897-6584, ext. 115) or Mike Patterson at Financial Wisdom.

 


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