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The Ultimate Guide to Financial Marketing Success

There are so many financial products, apps and services that consumers need to understand to make informed financial decisions. Empowering consumers with quality financial education is essential, but it also builds trust and credibility in your organisation as a thought leader.


In this EVERFI guide, you’ll learn the six steps that go into creating a strategic annual marketing plan that is built around financial education:

  • Set goals and key performance indicators
  • Identify your target audience and develop personas
  • Evaluate your content
  • Decide on distribution channels
  • Gain stakeholder buy-in
  • Launch your campaign strategy


To download the guide, please complete the form on the right.