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MoneyMail is a series of brief, engaging lessons on Finance and Money Management delivered via email. More than just educational content, MoneyMail uses interactive tools such as calculators, worksheets, and personalized action plans to help your members achieve their financial goals. It is designed to promote your Credit Union as the number one resource for financial information and services— a one stop shop that can service all members' financial needs.
Why MoneyMail?
- MoneyMail lets you reach people via their office or home PCs. Many of your members don’t have the time to attend a 90 minute workshop or sit with a branch representative. Now you can complement your educational efforts by speaking to people where they already are.
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MoneyMail allows you to market without selling. Members sign up for lessons designed to help them achieve their financial goals— so there are no unsolicited sales pitches involved. This is personalized education designed for them, delivered directly to their e-mail at their request.
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Your credit union’s brand and logo are displayed in each lesson so that members associate your credit union with their most critical financial needs and goals. MoneyMail makes users feel empowered to take action and improve their financial lives, so they think of your credit union first when they are ready to make a financial decision.
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MoneyMail requires no ongoing resources or maintenance from your credit union. It operates 24/7 so you don’t have to. With MoneyMail, you can launch a comprehensive member education program that doesn’t require staff time or resources.
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MoneyMail is based on award-winning content developed by Financial Finesse that has been proven to change behavior and help members become financially independent and secure. 98% of users say they are better prepared to make a financial decision after going through Financial Finesse’s education programs; 87% say they plan on increasing savings or changing the way they invest their money; 84% say they have taken steps to improve their financial situation within 45 days of receiving the education.
Technology and Content
DocuMatix designed MoneyMail using a state-of-the-art email creation and delivery engine that is at the core of many DocuMatix services. DocuMatix is first and foremost a technology company, and as such turned to their strategic alliance with Financial Finesse to help complete MoneyMail as an educational vehicle. Financial Finesse provides award-winning unbiased educational content for approximately 50 credit unions. Working together, the two companies have combined their award-winning services to offer this one of a kind on-line member education tool—a tool that is the only one of its kind on the market today.
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