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 a way to integrate digital financial education into your website and social media channels.

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.

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