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Episode 4

Financial wellness as a marketing strategy

July 15 @ 1PM ET | 10AM PT

July 15, 2025
1PM ET | 10AM PT

In today’s competitive landscape, financial institutions must be more than providers they must be partners. That’s why leading banks and credit unions are embracing financial wellness as a marketing strategy, positioning themselves as trusted guides in their members' financial lives.

In this episode, we’ll explore how education-first marketing not only builds trust but also drives product adoption, brand loyalty, and community impact. You’ll learn how to create campaigns that empower rather than sell—and content that transforms confusion into confidence.
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What you'll learn:

  • From Provider to Partner: How to position your institution as a lifelong financial guide
  • Education-Driven Campaigns: Examples of content that builds trust and moves people to action
  • Segment-Based Wellness: Personalizing financial education by life stage, need, or behavior
  • Channels That Empower: Where (and how) to deliver financial guidance in the moments that matter
  • Measuring Impact: Proving the ROI of financial wellness as a growth strategy

Masterclass registration

Walk away with actionable ideas, proven frameworks, and examples of how financial wellness content can become your most powerful marketing tool.

Hosted by the Digital Onboarding Managed Services Team

The Managed Services Team (MST) empowers financial institutions to maximize engagement, retention, and growth by developing educational content and best practices that drive success. Beyond execution, the MST serves as a strategic partner to our financial institution customers, providing expert guidance, creative solutions, and continuous optimization to help strengthen their customer and member relationships and achieve measurable results.

Justin Roberts
Sr. Director, FI Marketing Strategy
Growth Strategy Team

Ebony Ivey
Director of FI Marketing Strategy - Managed Services Team

Ebony is the Director of FI Marketing Strategy on Digital Onboarding’s Managed Services Team, where she brings extensive expertise in financial services. She has led initiatives in customer lifecycle marketing, acquisition, and content strategy, optimizing client acquisition and brand awareness. Ebony excels in bridging strategy and execution to drive business results for our customers.

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