Workplace Banking Toolkit

Yes. EVERFI’s partners Advanced Capital Group and First Bank have run successful workplace banking education programs. Read more about it here:

• Advanced Capital Group
• First Bank

EVERFI’s Account Management team will provide implementation and ongoing technical support at the program level for our partners, and EVERFI’s Customer Solutions team will provide technical user support for the employees of your business banking clients.

EVERFI will provide your institution with a program pitch toolkit to help your business development representatives promote and implement your program with your business banking clients. Please download and leverage the assets provided above.

EVERFI will provide your institution with an employee outreach toolkit to help you equip your HR partners with the tools they need to effectively implement and promote the program with their employees. This includes digital and print promotional assets, seasonal marketing calendars, monthly newsletter content, and email scripting that you can customize with your branding and provide as a value add to each business banking client.

Financial education enables your institution to differentiate your existing workplace banking program by providing more value to your workplace banking clients by pairing product and service recommendations alongside education.

As a best practice, we recommend you reach out to and work with the HR executives at your business banking client organizations to promote and implement the program. Explore the program pitch toolkit for outreach templates.

Personal finance is the #1 stressor for employees today causing employees to spend time on their finances at work. Your business banking clients are concerned not only with this loss of productivity, but the effect of this stress on their employees’ overall health and well-being. Financial education can be part of a holistic wellness solution that helps your business banking clients to reduce employee stress while increasing employee loyalty.

EVERFI’s custom, in-course screens are a convenient and effective way to generate leads. For optimal results, you can embed a form that posts directly to your CRM, lead tracking, or marketing automation platform. EVERFI partners typically use a Google form as our form capability does not support Javascript. Please note this is not an EVERFI API. This is reliant on your institution generating a form using your CRM tools. You can also include a call-to-action that opens a lead generation page on your institution’s marketing website, or a click-to-call button that will place a phone call if accessing via mobile phone. Please check with your marketing technology team to better understand the options available from your CRM, lead tracking, or marketing automation platform.

While we do not provide out-of-the-box integration with Marketo, our partners utilize our data API to integrate the two systems.

Connect with your EVERFI Account Manager to determine how your Google Analytics and/or Google Tag Manager can help with reporting.

Yes, as a partner of EVERFI, you can request dashboard access to view registered and guest user data along with incentive qualification reporting for your business banking clients.

EVERFI workshops are completely turnkey allowing your reps to effectively and consistently deliver best-in-class workshops. Each EVERFI workshop includes relevant facilitator and participant guides. We also offer a train-the-trainer workshop to help the Administrators of your program train your business development representatives in how to create, deliver and report on workshops for their business banking clients.

The EVERFI data dashboard allows you to easily track program usage and engagement.

If you have a Shared Site program, you will be able to see aggregate level data for each business banking client based on the following:

• Modules completed
• Poll data
• Registration questions
• Personalization tool results

If you choose to require registration, you will also be able to see individual user-level data for each business banking client for the first three metrics.

If you have a Dedicated Site program, you will be able to see all of these metrics. Additionally, there is a solution available where your client would be able to integrate with the EVERFI platform would be to pass through a unique employee identifier allowing you to provide your HR partners with individual-level user reporting without requiring registration.

For a shared site, you will be able to track data for individual companies as well as in the aggregate. As a best practice, EVERFI will create a unique site URL for each company that you sign up for the program allowing you to view, analyze and share data at a company level.

Yes, for shared sites, EVERFI allows you to require registration and login allowing you to track individual data. For dedicated sites, we offer the option of SSO or a unique identifier pass through allowing you to track individual data.

EVERFI offers a data API. If you’d like this added to your program please reach out to your dedicated EVERFI Account Manager.

EVERFI workshops are completely turnkey allowing your reps to effectively and consistently deliver best-in-class workshops. Each EVERFI workshop includes relevant facilitator and participant guides. We also offer a train-the-trainer workshop to help the Administrators of your program train your business development representatives in how to create, deliver and report on workshops for their business banking clients.