Financial Advice with AdviceSite

AdviceSite provides a turnkey library of financial education content that banks and credit unions can offer as a valued resource to their customers and members.

AdviceSite provides hundreds of evergreen articles, financial calculators, video animations, and interactive quizzes on various personal finance and small business topics. We deliver it in a heavily branded CMS to provide a seamless design experience for your website visitors.

As financial consumers embark on their financial journey, they rely on you, the banks and credit unions, as their key partners in raising their financial literacy levels and enhancing their chances for economic success.

AdviceSite Topic Areas

    • Credit and Debt

      Credit and Debt Icon
    • Credit and Debt Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Credit, Debt, and Major Purchases.

    • Money Management

      Money Management Icon

    • Money Management Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Banking, Budgeting, Building Wealth, Saving, and Spending.

    • Family Finances

      Family Finances Icon

    • Family Finances Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Life Events, Kids & Money, Identity Protection, Insurance, and Financial Crisis.

    • Your Home

      Your Home Icon

    • Your Home Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Renting, Buying a Home, Mortgages, Home Equity, and Refinancing.

    • Retirement Planning

      Retirement Planning Icon

    • Retirement Planning Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Saving for Retirement, Social Security, and Living in Retirement.

    • Paying for College

      Paying for College Icon

    • Paying for College Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Saving for College, Financing College, and Repaying Student Loans.

    • Workplace Finances

      Workplace Finances Icon

    • Workplace Finances Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Employee Benefits, Paycheck Planning, and Retirement Plans.

    • Small Business

      Small Business Icon

    • Small Business Icon

      AdviceSite includes articles, calculators, video animations, and quizzes covering Starting and Growing a Business, Business Finance and Management, and Employment Basics.

Key AdviceSite Features

Financial Education Content

AdviceSite features articles, video animations, quizzes, and financial calculators covering various 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.

Jump start your Financial Literacy Program!

AdviceSite's content library is a valuable resource for customers seeking to build financial literacy programs. It enables you to allocate your limited resources more strategically and purposefully. By utilizing AdviceSite, you can focus on developing engagement strategies instead of creating content, deliver a more captivating and interactive experience beyond articles, and cover an extensive array of topics for your audience.

A Seamless Brand Experience

Each AdviceSite implementation includes a complete site redesign to ensure a cohesive brand experience for your site visitors. That includes replicating your site's navigation, matching your page layouts, complying with style guide requirements such as fonts and color schemes, and other necessary adjustments.

Integrate Calls to Action

AdviceSite enables you to integrate calls to action with AdviceSite educational content and leverage that user engagement to transition prospects into your sales funnel. You can achieve this by incorporating lead capture forms, special promotions, links to product pages, online applications, rate tables, and providing branch locators for a seamless customer experience.

Edit Our Content or Add Your Own

AdviceSite is delivered on top of a fully functioning content management system (CMS), permitting you or your compliance team to review, edit, and control publishing 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 un-publish AdviceSite articles.

Microsite or iFrameable Content Implementations

AdviceSite content can be implemented via a robust microsite solution (implemented at "," for example) or by integrating each individual piece of content using standard iframe tags into your main site pages.

Benefits for Financial Marketers

Financial institutions, including banks, credit unions, and other financial service providers, can gain substantial advantages by integrating financial education content into their marketing strategies. By offering valuable and informative resources to clients and prospects, your financial institution can foster trust and credibility and engage and empower your audience to make informed financial decisions. In this era of heightened financial awareness, leveraging financial education content can enhance customer relationships, build brand loyalty, and establish a reputation for promoting financial well-being.

Explore below how AdviceSite can help you reach your marketing goals in the most cost-effective manner possible.

    • Time to Market

      Time to Market Icon

    • Time to Market Icon

      Turnkey libraries offer pre-made, ready-to-use content, saving you time and enabling the swift launch of educational campaigns without lengthy content creation processes.

    • Integrated Lead Generation

      Integrated Lead Generation Icon

    • Integrated Lead Generation Icon

      AdviceSite includes web forms to capture lead information and calls-to-action that guide consumers to specific sections of your website for further exploration.

    • Cost Savings

      Cost Savings Icon

    • Cost Savings Icon

      Creating educational content in-house can be costly, including expenses for writers, designers, and subject matter experts. This cost can be exceptionally high when interactive content is required.

    • Expertise & Content Quality

      Expertise & Content Quality Icon

    • Expertise & Content Quality Icon

      AdviceSite designs its content to guarantee accuracy and relevance. Content libraries maintain a uniform style and tone throughout their materials, preserving a cohesive brand image.

    • Content Variety

      Content Variety Icon

    • Content Variety Icon

      AdviceSite offers a diverse selection of personal finance content in various digital media formats, such as articles, video animations, calculators, and quizzes.

    • Evergreen Content

      Evergreen Content Icon

    • Evergreen Content Icon

      While in-house content can become stale, all AdviceSite content is updated annually to stay accurate and relevant and reflect current market conditions.

    • Focus on Core Competencies

      Focus on Core Competencies Icon

    • Focus on Core Competencies Icon

      Leveraging AdviceSite content empowers financial marketers to focus on customer engagement strategies, including content promotion, brand enhancement, and learning encouragement.

    • Regulatory Compliance

      Regulatory Compliance Icon

    • Regulatory Compliance Icon

      The Community Reinvestment Act (CRA) and Fair Credit Reporting Act (FCRA) regulations, as well as the Consumer Financial Protection Bureau (CFPB), require financial education initiatives for consumers.

Find AdviceSite at...

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.

Insights on Content Marketing