DIGITAL SOLUTIONS

Did you know that 87% of consumers start their search for products and services online?

Will they find that you offer the financial counseling that they need?

Your clients, members, and employees are not only needing financial guidance during your hours of operation, they look for it when their need arises — and that is often in the evenings or on the weekends when they have the time to address the issue. That is why it is so important to have a strong digital presence with easily accessible, on-demand financial products.

These digital solutions serve your members and clients well, but they are also content-rich libraries ready to be used on your website, in your newsletters, social media, etc. so you are consistently seen as the expert you are in your field — without all the time it takes to create that content.

BALANCE offers two ways to integrate digital financial education into your website and social media channels.

With the Fin·Fit·Kits you can run an entire campaign around one topic, like car buying, and link the videos, podcasts, and articles throughout your site and in social media.

The Financial Wellness Center is a one-stop-shop for all things financial education. It offers over 300 resources including articles, videos, podcasts, calculators, took-kits, worksheets, a budgeting tool, and 21 interactive learning modules (BalanceTrack).

Financial Wellness Center

  • A financial education platform featuring everything you need to improve the financial health of those you serve. It gives you the tools to empower lives and make a meaningful impact. 
  • A private-labeled, turnkey website branded just for you that includes:
    • 21 eLearning modules (BalanceTrack)
    • Quizzes
    • Videos
    • Articles
    • Podcasts
    • Calculators
    • An online budgeting program
    • Toolkits
    • Home-buying modules
    • Checking account management instruction

The BALANCE Financial Wellness Center also includes monthly updates, marketing material, and free webinars. It all adds up to the most comprehensive financial education experience available.

Financial Fitness Kits (Fin·Fit·Kits)

  • Click-worthy financial education content
  • Reach consumers who are seeking financial guidance online and deeply link important content throughout your site.
  • Each Fin·Fit·Kit centers on a popular topic, and uses a variety of digital media to empower, educate and engage your audience.
  • Each kit includes: Email • Video • Social Media • Podcast • Article • Quiz and a special Campaign Kit Overview with a strategic content delivery schedule.
  • Each kit includes a special Campaign Kit Overview with a strategic content delivery schedule as well as a wealth of content and media including:
    • Email Marketing
    • Videos
    • Social Media
    • Podcasts
    • Blog and newsletter articles
    • Quizzes