Branded Financial Education Portals for Banks & Credit Unions
eFinancial Portals develops branded financial education portals for banks, credit unions, and other financial-related companies. These portals educate your clients and members on current financial matters. In additional to great PR, our portals serve as the perfect lead generation tool.
Other key benefits to offering your clients our financial education portals include:
- 1. Increasing participation in and contributions to your financial products and services.
- 2. Helping clients improve their overall personal financial wellness.
- 3. Increasing a client's loyalty to your bank or credit union.
- 4. Improving a client's chances to retire early or on time.
- 5. Reducing a client's money-related stress.
Our financial education portals are creative and user-friendly. Some of the focus areas include: personal financial literacy, retirement and estate planning, and investor education etc. They are designed to speak a cohesive message to your clients. They provide the most current content along with interactive tools including, financial terms glossary, quizzes, recommendations, surveys, calculators, articles, polls, personal finance software, and other vital resources to help your clients find what they need when they need it.
Specific topic areas addressed by portals include but are not limited to the following:
- Money Management
- Key Milestones
- Business Planning
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- Credit Management
- Financial Planning
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Our financial education portals serve as a platform to achieve specific educational initiatives, reach specific target groups, and as a public relations medium.
All portal content can be translated into different languages upon request.
Sample screen shots of portal below:
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| Click on the image to enlarge |
Disclaimer: Portals do not endorse any specific securities providers or make securities recommendations. Users should consult their financial planner or a certified securities broker for such advice. Portals are intended to be educational only and provide a broad understanding of personal financial areas in general.
Click Here to obtain a more information about our eFinancial Financial Portals for Banks & Credit Unions.