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Download the Guide: Fin Services Marketing & Education

The State of Financial Services Marketing: The Role of Financial Education is a groundbreaking new study of bank and credit union marketers detailing the priorities, challenges and opportunities related to financial education, and consumer acquisition, cross-sell and retention.

Download the full report and learn how marketers from every asset size are integrating financial education alongside digital strategies like content marketing, online and mobile advertising, and more.

Download the guide and you'll learn:
  • The priorities of +125 bank and credit union marketers
  • How fin education is integrated into consumer marketing
  • Where budget dollars are allocated into channel strategy
  • Products and services seen as priorities for promotion
  • And more

About EverFi 

Our mission at EverFi is to drive lasting, large-scale change to the financial capability of learners of all ages. 

We help banks and credit unions make transformative impact on the livelihoods of their communities, consumers, and employees through online education, data and services

For questions about this research report, email Lindsey at

Examine perspectives of +125 financial services marketers detailing the opportunity financial education presents for consumer acquisition, cross-sell and retention.


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