Products and Services for Financial Institutions

Adding financial education to your website is important because consumers want and need it. If you do not provide it, consumers will go elsewhere to learn and buy. Financial educational solutions from Financial Wisdom can make your website a destination for financial literacy, position your institution to become web visitors' primary financial institution and generate revenue through cross-sales.

Cross Selling Content - NEW - The first series focuses on deposit products (particularily cross-selling direct deposit, payroll deduction and automatic transfer plans). Each module includes short introductions for your home page, informative articles (with integrated calculators) and interactive forms enabling immediate action. Learn more. Visit a sample.
Branded Linked Services for Your Website
Financial Education Center - This entry point to four branded sites (Financial Foundation Center, Financial Tool Kit, Kit de Herramientas Financieras and Small Business Resource Center) lets your website visitors choose the tools that are right for them. Learn more. Visit a sample.
Financial Tool Kit - Add an entirely new dimension of service to your website. With one link, website visitors will have checklists, worksheets, library of articles and calculators to take control of their financial future. Learn more. Visit a sample.
Kit de Herramientas Financieras - A Spanish version of the Financial Tool Kit. Learn more. Visit a sample.
Financial Foundation Center - This powerful resource helps young adults deal with new life events and build a solid financial foundation. Learn more. Visit a sample.
Small Business Resource Center - Provide small business owners and managers with tools to help them organize and manage their businesses more effectively. The Guidelines, Checklists and Library of articles will bring visitors back to your site and position your institution as the source for all the financial needs of small businesses and their owners. Learn more. Visit a sample.
Financial Wisdom OnLine - Monthly articles, calculators and an extensive Resource Library can provide reasons for visitors to return to your site. All it takes is a link from your site to Financial Wisdom OnLine. Versions are available for consumers and small business owners. Learn more. Visit samples for consumers and small businesses.
Flexible Content Solutions
Library of Content - A library of over 350 articles for consumers and business owners. Other features include the Financial Resource Center, Financial Ideas of the Month, and the Family Records Almanac. Subscribers choose what to use and how to use it. Learn more. Current listing of what is included.
Spanish Content Service - This annual subscription service includes over 65 articles and 9 worksheets. Purchased separately or along with the Library of Content, these articles can become integral parts of your total electronic marketing strategy. Provide the education to help all consumers make better financial decisions. Learn more. Current listing of what is included.
Electronic Display Content - Financial Factoids and Questions & Answers can make your kiosks and branch signage more effective. Financial educational content will encourage consumers to think about their finances and how your institution can help them reach their financial goals. Over 200 short, useful and informative pieces of content are included. Learn more.
Financial Ideas of the Month - A short description on your home page will draw visitors further into your site and connect your products and services with their financial needs. Learn more. Visit a sample.
Other Services
Paper Newsletters - Using personal letters with highly customized newsletter inserts, you effectively deliver financial education and institution's marketing messages. Consistent communications with consumers and small business owners increases awareness. Learn more.
Financial Wisdom has created a strategic alliance with Endai Worldwide to combine content with the technology capabilities needed for a complete electronic marketing effort. Endai services include website design and management, online account opening, email address append, search engine marketing and more. Here is some information on two of the services we have developed - e-Newsletter Program, Finance 101: Targeted eMail Series.

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