Financial Wisdom Resources

Marketing Resources

Below are some of the resources we have created to highlight ways that financial education can be used to assist in your marketing efforts. We hope you find them informative and useful

For Financial Institutions

Resource	Description
Ways to use Financial Education	Describes ways to use financial education on websites, in newsletters and other marketing efforts. Ideas include taking advantage of external events, supplementing internal marketing programs and using the calendar to provide financial education based on consumers' interests at different times of the year.
Guide to the Financial Education Center	The Guide can be used to inform staff members of what is included in this online marketing tool and identifies educational content to better serve consumers and identify cross-selling opportunities.
Articles to Highlight Cross-Selling Opportunities	30 articles from the Financial Education Center are identified as helpful in cross-selling efforts.
Implications of Search Engines on Financial Services Marketing	Search engines are changing the way consumers shop for everything, including financial services. This piece provides insights into what consumers are searching for and how to use financial education to keep website visitors at your site.
Content Selection Guide	Offers ideas on how to select the most relevant educational content for use in your marketing efforts.
Financial Education Center Brochure	Description of the Financial Education Center service.
Library of Content Brochure	Description of the Library of Content subscription service.
Financial Tool Kit Brochure	Description of the Financial Tool Kit service.
Small Business Resource Center Brochure	Description of the Small Business Resource Center service.
Leveraging Financial Education to Drive Sales Online	This document was jointly developed with Endai Worldwide and provides a comprehensive description of how financial education can be fully integrated into a total electronic marketing program.