Regulatory insights, policy trends, and education best practices curated for EVERFI Customers.
FCN Member Newsletter: November 2019
EVERFI releases upgrades to our content and platform three times per year to enhance the solutions used by our partners, learners, and educators, and to ensure our products...
Advanced Capital Group
CHS knew that it needed a financial education program to add to their wellness offerings in order to promote their retirement plans and could not rely on a one-size-fits-all..
Achieve Marketing Launch Guide
A four step plan and suite of resources to help you execute a successful launch of your financial education program.
Social Media Copy
Turnkey posts to promote your program on the most popular platforms including Facebook, LinkedIn, Instagram, and Twitter.
Turnkey graphics to promote your program on the most popular platforms including Facebook, LinkedIn, Instagram, and Twitter.
Financial Literacy Month – Digital Signage
For offices and branch locations with digital signage opportunities, we offer templates to get your message up on the big screen as well.
Financial Literacy Month – Adult Education
A suite of design assets that empower your institution to run effective Financial Literacy Month campaigns to adult learners and consumers.
This Financial Literacy Month, put this attention-grabbing signage on display in your offices and branch locations to keep your program top of mind.
Send out these postcards to give your customers a timely reminder about Financial Literacy Month and all the resources you offer.
SCE Federal Credit Union
With a wide-ranging membership base of nearly 55,000 individuals and businesses across Southern California and Southern Nevada, SCE Federal Credit Union wanted to find more engaging ways to...
Native American Bank
The bank partnered with EVERFI to deliver a wealth of online financial educational resources to the communities it serves—without the need for extensive investment of staff resources.
Community First Credit Union
CFCU offers a reward to individuals who complete modules—a branded insulated cup or similar giveaway. To date, 7,650 CFCU members have completed at least one education module, and more than 1,600 have completed two or more modules.
Pacific Service Credit Union
Learn how PSCU is utilizing @work across their marketing channels, which includes an impressive 30% email open rate for financial education related emails (industry standard for financial services is 20%)!
EVERFI Achieve is an interactive, mobile-first financial education solution that allows your institution to deliver personalized financial education to your consumers wherever they are.
Building Emergency Savings
Gain knowledge, frameworks, and confidence to develop and implement an emergency savings strategy.
FCN Member Newsletter: July 2019
If you subscribe to The Brief, you may have seen that the FINRA Foundation recently released The State of U.S. Financial Capability. Their finding that “the amount and...