Engagement Masterclass Series | Episode 4

Financial wellness as a marketing strategy

Education-first marketing that builds trust and drives growth

In this episode, discover how to shift from promotion to empowerment with education-first marketing strategies that strengthen trust, boost product adoption, and create lasting community impact. You’ll walk away with real campaign examples, segmentation ideas, and delivery strategies—plus tips on measuring the true ROI of financial wellness.

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Have questions about segmentation or how to bring these strategies to life at your institution? We’d love to talk. Our team is here to help you turn insight into action. Let's talk.