Intro | Media | eNewsletter | Education |
e101 | List Append | Account
Opening | Reporting
Financial Education 101 Email Series
 Respond
to Prospect Interests with Relevant Content
Respond immediately to a consumer’s interests with an
effective use of financial education content and product
positioning. Endai’s Finance 101 eMail Series educates
prospects and builds trusted advisor status for your institution,
resulting in new account openings and funded loans. The
solution includes sets of articles organized by subject
which are sent periodically to a consumer who has shown
specific interest in that area. Studies show that online
consumers value content received via e-mail they’ve subscribed
to more highly than when found on websites, and Endai’s
eMail Series are designed to leverage this personal aspect
of the experience to both educate on a financial subject
and then encourage follow-through to a new account opening
or a funded loan.
A Variety Of Content, And A Custom
Approach
Other series can be built around Life Events or Financial
Goals and can include "Establishing a household” - for
people moving away from parents, getting married, and becoming
financially independent. "Preparing for retirement” - perhaps
a couple of different series, depending on time until retirement. "Funding
a college education,” “Financial planning,” “Investing,”
“Managing your insurance needs,” “Reducing your taxes.”
Endai will put together custom series which speak to your
institution’s specific consumer base.
How It Works: A Prospect Scenario
A young person who recently received an issue of your
eNewsletter read an article about improving their credit
rating. They are considering the purchase of a first home,
but aren’t ready just yet. They then link from your eNewsletter
to your website in search of information about mortgages.
You want to keep your name and mortgage product in front
of this prospect.
Endai’s GlobalTraqTM technology has detected multiple visits
by this person to mortgage pages on your website, and triggers
a targeted offer message: “Receive a free series of educational
email messages about buying a home.” Your prospect subscribes
to the five part series, and every other week over a period
of ten weeks they receive an email that includes a relevant
educational article:
Week 1-2: "Before buying your first
house"
Week 3-4: "Accumulating a down payment
on a house"
Week 5-6: "Evaluating mortgage types"
Week 7-8: "Tax implications of home
ownership"
Week 9-10: "What to look for in a
homeowner's insurance policy"
Each e-mail also includes a listing of your current rates
and a prominent link to your online tools and applications.
Even when your prospect does not take immediate action
to enroll online, you are assured a prominent place in
their considered options over the course of the e-mail
series and beyond. Your offering of educational content
has created a “trusted advisor” status for your institution.
A Finance 101 Targeted eMail Series has directly resulted
in your prospect growing more confident to make purchase
decisions with your institution.
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Next steps
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Request a free consult
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