Just-in-Time Marketing Overview

Web content is packaged into dozens of “Quick Guides” each covering a specific topic such as College Funding, Understanding Estate Taxes, etc. These guides can be downloaded and printed from home or right at the branch.
Design – Each guide is designed as an educational white paper – not a sales brochure.
Branding – The guides are under your brand
Personalized – Each guide has the picture and contact information of the exact person that can help them with that topic

Message – Stresses the benefits that the information can provide such as saving money and avoiding financial mistakes and encourages people to request one or more free “Quick Guides” based on the financial issues they may face at their stage in life.
Delivery – existing points of contact can be leveraged to deliver this compelling message, including your website and branches