AdviceSite

AdviceSite financial content can be the cornerstone of your bank's or credit union's financial literacy efforts.
As consumers plan purchases, construct budgets, save towards goals and manage finances, they build their financial literacy levels by engaging with family and friends, as well as looking for meaningful content and advice online, to improve financial decision-making.

AdviceSite allows financial marketers to build customer engagement strategies around financial literacy. With AdviceSite, marketers can engage consumers as they move through their decision-making process with the type of personal finance education content that can help them make better financial decisions and build a smarter financial relationship with your brand.

AdviceSite allows you to keep website visitors engaged as they research financial issues. You build trust and reinforce your brand, while your website visitors benefit from an expanded base of personal finance knowledge. Moreover, as they visit AdviceSite content, your site visitors can share that content on their favorite social network with their friends, family, and followers.

Enhance Customers’ Personal Financial Literacy

Even in 2018, financial literacy levels remain an issue. In the most recent Harris Poll on Consumer Financial Literacy, "eight in ten adults (80%) agree – and over three in ten (31%) strongly agree – that they could benefit from advice and answers to everyday financial questions."

AdviceSite features a library of articles, polls, quizzes and financial calculators covering a wide-range of subject areas. AdviceSite content can help educate consumers on reaching their financial goals and improve their financial literacy so that they make the financial decisions that are right for them.

Financial Education Content

AdviceSite's evergreen financial education content helps to engage and educate consumers as they move along their financial journey. Fintactix deploys AdviceSite on a fully responsive framework. Users will be able to access AdviceSite and its features across desktop, tablet and mobile devices. Your customers can access information they need for educated decision-making, wherever they are.


  • Financial Calculators

  • Articles

  • Polls

  • Quizzes

Jump start your Financial Literacy Program!

AdviceSite features a vast financial education content library that will immediately provide an excellent 'go to' resource for your customers who are interested in improving their financial literacy.

  • Spend your limited resources developing engagement strategies, not content.
  • Provide more engaging and interactive content than just articles.
  • Cover a broad range of topics.
  • Deploy and manage with limited resources.

Engage with Financial Education Content

Our licensing model allows you to make extensive use of AdviceSite content in any number of your points of customer engagement:

  • Website engagement.
  • Social media.
  • Email newsletters.
  • Consultative selling.

Under the terms of our license, you have permission to repurpose AdviceSite content in other channels outside of your website. You can reprint articles in email newsletters or use our content as handouts in branches or financial education seminars you may conduct on behalf of your customers.

A Seamless Brand Experience

Each AdviceSite implementation includes a complete site redesign to create a seamless brand experience for your site visitors, including:

  • Replication of your site's navigation.
  • Page layouts to match your site.
  • Match styleguide requirements (fonts and color schemes).
  • And more!

Integrate Calls to Action

AdviceSite allows you to engage with educational content and then use that engagement as an opportunity to move prospects into your sales funnel.

  • Special promotions.
  • Links to product pages, online applications and rate tables.
  • Lead capture forms.
  • Branch locators.

Edit Our Content or Add Your Own

AdviceSite is delivered on top of a full-functioning content management system (CMS), permitting you, or your compliance team, to review, edit and control publishing of AdviceSite content. You can also add your own! As a licensee, you will have login credentials for designated users. Those users will have editing privileges for the site, allowing them to go in and edit, publish and unpublish AdviceSite articles.

AdviceSite Topic Areas

  • Credit and Debt Icon
    Credit and Debt
  • Money Management Icon
    Money Management
  • Family Finances Icon
    Family Finances
  • Home Ownership Icon
    Home Ownership
  • Retirement Planning Icon
    Retirement Planning
  • Paying for College Icon
    Paying for College
  • Worplace Finances Icon
    Workplace Finances
  • Small Business Icon
    Small Business

Frequently Asked Questions

How much does AdviceSite cost?

AdviceSite is available in a Personal Finance Edition and a Premium Edition, which includes our Small Business content. You can license either edition of AdviceSite on either a one, two or three-year term. Actual pricing is dependent on the asset size of your financial institution. AdviceSite also includes our entire suite of personal finance and business Financial Calculators that we offer, so those are not additive to your total cost.

Please complete the Schedule an Online Meeting form and provide details about your organization and we can provide specific pricing information and a detailed AdviceSite proposal.

Is your content appropriate for a bank or credit union?

Yes. Our content is 'compliance-friendly.' We develop our content specifically for inclusion into bank and credit union websites and believe that a different editorial standard exists for those types of sites vs. standard third party financial websites. We review and edit all content before releasing it with a financial website compliance hat on!

How frequently is AdviceSite content updated?

We add new content to AdviceSite on a quarterly basis. Those new content additions typically include 10 to 12 new articles. We welcome input from AdviceSite licensees on topics of interest and maintain our own list from an editorial development perspective.

In addition to our quarterly content additions, we also go through an annual review of all AdviceSite and update content, where appropriate, to keep it fresh, accurate and relevant to current market conditions.

Do you work with digital agencies?

Yes! We love to partner with digital agencies to provide great financial education experiences for your client's new website projects. And if you bring us a new customer, we'll provide a 15% referral bonus for the initial value of the license agreement.

How long is the implementation process for AdviceSite?

Most implementations of AdviceSite typically run between six and eight weeks. Fintactix works closely with your marketing and/or design team to faithfully match the design and layout of your website. The work involved on our end typically requires four weeks of effort. The added time is typically taken up by your provisioning of design requirements and review of the implementation.

Is this a hosted solution or software I have to install?

AdviceSite is a hosted solution. We host our products through a third party hosting provider in a state of the art facility in Tampa, FL. The data center has N+1 redundancy throughout, including multiple HVAC systems and redundant power. Every month, the backup diesel generators are tested to make sure they are in proper functioning order in case of power grid failure. The data center’s physical security is supported by 24/7×365 live monitoring, CCTV, and biometric access control system. The SOC 1 Report for this facility is available for review under non-disclosure.

How is AdviceSite typically deployed?

AdviceSite is typically implemented as a microsite delivered off of our customer's primary domain (i.e., advice.yourwebsitename.com). With our microsite implementation customers have little need for IT involvement and little continued site maintenance. Most of the 'heavy lifting' is handled by Fintactix. The only ongoing support required is for content approval and editing.

However, Fintactix also has a 'frames' version of AdviceSite available that deploys each piece of content on a unique URL. Using this version, customers use iframe tags to integrate individual pieces of content into their web pages. Using this method, customers assume responsibility for each page set up, navigation changes and other functional elements that are a standard part of our microsite implementation.

Schedule an Online Meeting

We would welcome the opportunity to meet with you one-on-one via Webex to discuss your financial education and/or financial calculator needs and to provide an in-depth overview of Fintactix products. If you would fill out the form below, we'll be in touch to set up a meeting at a convenient time.