Financial Wisdom Paper Newsletters

The Financial Wisdom newsletter strategy uses personal letters with 4-page, 4-color newsletter inserts to communicate personal, credible, relevant messages quarterly. It makes the relationship with your financial institution more valuable, results in greater share of wallet, increases loyalty and positions you to become the single source provider of that individual's financial services.

Customized Content Includes:
Your Messages
- Information about Products and Services
- Competitive Advantages
- Your Financial Solutions
- Education about Alternative Delivery Systems

Useful Financial Education
- Retirement Planning
- Saving
- Investing
- Income and Wealth Preservation
- College Funding
- Relevant Commentary

Description of the Financial Wisdom Strategy:
Each quarter, customers receive a letter from my financial institution. The "letter" consists of a personalized cover letter from the president or another senior officer with a four-page, four-color customized newsletter insert.

The personalized nature of the cover letter reinforces the benefits of a relationship with your financial institution and delivers a relevant, compelling message. The newsletter informs customers about your complete range of products and services. To add value and increase readership, the newsletter contains valuable financial education.

Effective and Efficient
The Financial Wisdom newsletter program is effective because, as "a personal letter from my financial institution," it gets opened and read. And, because the messages are constructed as information rather than as a "product pitch," they are much more likely to be acted upon. Furthermore, the inclusion of financial education sends messages to the reader that your institution is a source of "financial wisdom" and is truly interested in his well-being.

The Small Business Opportunity
The small business segment is highly profitable. Recent studies have shown, that with the inclusions of the owners' personal business, the small business segment could account for over 50% of total bank profits. To realize this potential, institutions must communicate that they offer a highly competitive value proposition. The Financial Wisdom newsletter program will accomplish that objective in an effective, efficient and sustainable manner.

What's Needed
Financial Wisdom is a "turn-key" program. You provide a customer name and address file, artwork for reproduction of your business letterhead and envelopes, the signature of an officer for digitization, photographs and information about your institution and its products and services. We'll take it from there and write the copy, produce a layout, and send it to you for your approval. Turn-around is fast and we make make the process easy and simple.