Educated Investor: Financial Success Suite - Pricing
Build the Package that Meets Your Needs
With the Success Suite, you have the flexibility to choose individual tools a la carte, choose from five specially designed Prosper Packs, or develop your own Prosper Pack designed around your unique needs.
| Available Tools: | Platinum | Gold | Silver | Bronze | Apple |
|---|---|---|---|---|---|
| Personal Financial Wellness Score |  |
|
|
|
|
| Daily Quiz | |
|
|
|
|
| Feature Article Service | |
|
|
|
|
| Challenge | |
|
|
|
|
| Learning Center | |
|
|||
| Calculators | |
|
|||
| MoneyCoach | |
|
Generate highly qualified referrals by encouraging your members to create a personalized financial education plan based on their unique financial needs.
The Money Coach is the most robust product within the Financial Success Suite. Members are asked a few simple questions to determine their financial education needs, and then provided with a personalized financial education plan based their answers.
Each personalized financial education plan is a sequential series of tutorials, quizzes, and exams designed to help the member improve knowledge in the areas he or she has identified as needs. The MoneyCoach is the only product of the Financial Success Suite to offer the ability for members to create a personalized account to track their progress and pursue their game plan.
"The Money Coach is a superb tool to help create qualified sales leads and referrals, thereby reducing the costs associated with gaining and retaining new members."
Powerful and proven system leveraging 500+ pages of educational content and tools to help drive qualified leads and referrals.
The Educated Investor Learning Center financially empowers members to find instant, unbiased answers to common questions about money. The Learning Center greatly enhances any credit union’s Website offerings, allowing members to learn what they want, when they want it. This powerful program helps you focus your marketing and drive referrals by linking products and service information to related sections in the Learning Center.
Over 100 interactive calculators cross-linked with key content to help members "test drive" the benefits of the products you provide.
Categories include: cash flow, college, credit, home and mortgage, taxation, insurance, paycheck and benefits, qualified plans, retirement, savings and investments.
Develop targeted, online marketing promotions to help generate qualified leads with this quick, fun, and interactive tool.
This Educated Investor Challenge allows members to test their financial IQ through a brief series of multiple choice tests. You choose and adjust the topics of the questions, enabling you to tie them into the products and services you are currently promoting, which in turn improves your ability to market through your Website and drive qualified referrals. Members instantly receive the results and are given links at the end of each answer both to your credit union's related offerings and personnel and to further information about that particular topic.
Cross-sell more products and services by empowering people to learn about the various products you provide.
Add dynamic daily quiz questions to encourage members to learn more about the products and services you provide. A single quiz question provides a very quick and easy way to engage a member, and the answer page can provide links to more information. You have the option of picking and choosing questions tailored to your financial institution so you can generate qualified referrals for products and services you are promoting.
Engage members and generate leads by providing timely and topical financial education articles on a daily or weekly basis.
Providing new, updated information regularly is proven to drive repeat Website members. The Featured Article Service provides the opportunity to enrich and build upon your credit union’s offerings, enhance your marketing message, and drive qualified referrals.
Clarify your members' KEY financial concerns and connect them with products or services that meet their unique financial needs.
A quick and easy-to-use interactive tool that provides people with an instant online checkup on their financial well-being. The Personal Financial Wellness Score helps you demonstrate that your credit union genuinely cares about the financial health of your members, which further strengthens the relationship you have with your members.
Educated Investor designed these offerings to serve the needs of any credit union, from the largest to the smallest. The ability to place contextual links to products, services and personnel within each product offering provides a wide array of sales and marketing opportunities for any credit union.
Each Bottom Line Booster and individual product can be completely branded with your credit union’s look and feel, or you can co-brand with Educated Investor.
© 2000-2010 Precision Information LLC, publisher of the Educated Investor family of products. All rights reserved.