Ideas of the Month

Financial Wisdom - Financial Ideas of the Month

The Financial Wisdom Idea of the Month provides fresh content for your website home page, draws visitors deeper into your site and helps position your products and services as solutions to the financial issues your website visitors are facing. Providing this content can help cross-sell and generate leads by responding to visitors' desires to make more informed financial decisions and take control of their financial future.

Review a more complete description of
The Financial Idea of the Month.

Position a Financial Idea of the Month at the intersection of your institution's and your website visitors' objectives.

Institution's Objectives	Web Visitors' Objectives
Position the institution - awareness and brand identification. Enable visitors' transactions and account inquiries. Provide information on products and services. Sell products or cross-sell additional products. Generate leads. Strengthen the total account relationship.	Check account balances and review account activity. Perform electronic transactions. Check deposit and loan rates. Learn more about products. Financial tools (calculators and worksheets). Help with reaching financial goals. Become better informed and make better financial decisions.

Financial Idea of the Month Topics and Headlines

IRAs - Are you aware of the new benefits of IRAs?
Direct deposit - Are you taking advantage of Direct Deposit?
Mortgage refinancing - Can you save money by refinancing your mortgage?
Certificates of deposit - Are you laddering your CDs?
Asset allocation - Asset allocation in a bumpy stock market.
Home equity loans - Consider the convenience and tax benefits of home equity loans.
Online banking - Ten reasons to consider online banking.
Financial review - Take an annual financial physical.
Estate planning - Does your estate plan reflect the new tax laws?

See how The Financial Idea of the Month
would work on a sample home page.

The series of 24 Financial Ideas of the Month are included in the Financial Wisdom Library of Content or can be purchased separately.

Financial educational content can be a powerful on your your website. By positioning this content at the intersection of your institution's objectives and your web visitors' objectives, your institution and your website visitors reach their goals.