Financial Content Marketing

Financial content marketing can help engage customers and generate applications
The right financial education content can drive successful engagement strategies for financial consumers. Content that puts consumers in control, educates them on their choices and builds their confidence and financial knowledge is the most compelling.

Partnering with customers on managing their finances, making them feel confident about their financial future, and taking the lead when necessary helps them believe you are on their side and looking out for their best interests.

Providing financial education content that is meaningful, that helps customers get the most out of their financial products will continue to enhance the relationship and encourage further engagement, discovery, and exploration that can spark growth in that relationship.

AdviceSite's evergreen financial education content helps to engage and educate consumers as they move along their financial journey.

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:

  • Online Engagement.
  • Social Media
  • Communications
  • Branch
  • Search

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.

Online Engagement

Nearly two-thirds of consumers prefer to go online to look for financial products, even though most still go to the branch to complete their transactions. A key ‘path to purchase’ stop is the financial education consumers undertake to assess their needs and identify solutions that are best to help them reach their goals.

With most financial product research beginning online, financial websites are often the first opportunity that providers have to engage consumers in a meaningful way. But financial product research is often more than assessing the different features and benefits offered for different account or loan options. There is financial education, needs analysis and a 'best for me' assessment that is often part of the process. That's where financial education content comes in.

Social Media

Social channels are about helping, not selling. Sharing educational content that is meaningful to social audiences will help build your social presence and spark discussions. Those discussions can stimulate exploration and discovery for financial consumers as they start to consider their own finances or financial goals.

If you follow the basic tenets of the social channels and provide content that is engaging, informational and educational, you'll build an audience as well as advocates for your brand. A strong social audience will help you grow share of wallet and retain existing customers. But it will take a good sized library of meaningful content to drive that engine.


Your marketing outreach initiatives, either via direct mail, email, or outbound call center or branch associate calls need to build relationship value as well as yield sales results. Effectiveness in these channels will create cross-sell opportunities and improve customer retention.

Including financial education content in your outbound marketing campaigns that is meaningful and engaging to your customers will encourage discovery and exploration and make it more likely that your sales pitch will succeed. Marketing messages that contain helpful educational content will be more well-received, allowing you to communicate with higher frequency.


While financial research begins online, conversions, account openings and financial product purchases are completed in the branch. Consumers want the helping touch, financial knowledge, the ability to review their options and affirmation that they are making the right decision before they're willing to complete a transaction.

Before finalizing their decisions, financial consumers prefer to replace doubt with certainty and make sure they have a good understanding of how a product will impact their finances. Being able to share knowledge through available educational content or demonstrate the impact of a financial decision via a financial calculator can help consumers get past all remaining sales obstacles and be ready to move forward with their decision.


Search engines are a valuable tool in helping banks and credit unions acquire new customers. But since most banks and credit unions offer similar products, relying on product keywords to drive website traffic will yield limited results because of the competitive environment for listings.

A differentiating approach to receive search engine traffic is to host educational content that draws users who use problem or goal based terminology in their search entries. This is a less competitive space that only financial providers who provide a wide-range of educational and personal finance oriented content can play in.

Content Opportunities

  • Build Brand Equity Icon
    Build Brand Equity
  • Online Engagement Icon
    Online Engagement
  • Social Media Icon
    Social Media
  • Communications Icon
  • Branch Icon
  • Search Icon

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., 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.