Using educational content to protect your small business customers
Value to Customers
Both individual and business customers are looking for help with financial decisions throughout their lives.
Customers will buy from the one who provides those answers – generating sales across all individual and business product lines.
With added focus on the fiduciary role played by financial institutions, putting Educate First® is a solid platform for sales.
Leveraging existing customer communication channels to increase share of wallet is a fraction of the cost of acquiring a new customer.
Lead Generation to Support Multiple Business Lines
How Does It Work?
Connect with customers so they make better decisions that will save money and avoid mistakes. Use all existing branch and digital channels (website, social, etc.) to communicate the benefits of your content, and link to where to find it.
An online Financial Education Center and Business Education Center are seamlessly integrated into your website to provide easy to understand information on hundreds of topics.
Generate sales leads by enabling customers to immediately connect to the actual person that can help them with their topic of interest and, when appropriate, provide a product solution.