Product Overview
EducateFirst is a marketing solution developed especially for financial institutions. It combines educational content, just-in-time marketing materials, and tools and training into a single package.
This education based marketing system will help you build stronger, more loyal relationships and, at the same time, generate referrals from your website and your branches. Frontline branch employees will find it much easier to generate leads and set up sales appointments every day.
This affordable solution can be installed and easily integrated into your existing regular activity to generate results within weeks. The cost is based on the size of your financial institution and can be paid as a monthly subscription.
Integrated Elements
|
Educational ContentSimple and easy to understand educational content on hundreds of topics that showcases the exact person that can help.
|
Tools, Training and TrackingBenefit oriented messages and downloadable educational primers on dozens of subjects are used on the website and in the branches to create dialogues.
|
 |
|
|
Just-in-Time MarketingConvenient web based training and tools make it easy to turn those dialogues into referrals and sales appointments
|
 |
Web Solution
 |
Financial Answer Center
An online Financial Answer Center seamlessly integrated into your website under your brand name.Info-Centers Where people can get easy to understand answers on hundreds of topics. Personal Checklist & Real Life Stories Get help seeing needs that may not be apparent to them. |
| Leads Generated From Website | |
Request to download Quick Guides – Easily downloadable Quick Guides, with the pictures and contact information of the exact person that can help. |
Request for Contact – From each page of content the visitor can contact the exact rep that can help, based on branch selection. |
 |
|
Branch Solution
 |
|
 |
