FinGoal Marketing Guides

Marketing Guide for Launching Calls to Action

This guide serves as a go to market resource that focuses on possible marketing strategies around launching FinGoal's Calls to Action. Find ideas for marketing collateral including emails and banners, advertisements, and landing pages.

Marketing Guide for Prospective Wealth Management

This document serves as a guide for FI’s partnering with FinGoal and implementing Next Best Actions, with a focus on promoting wealth management services.

Marketing Guide For Securing Top Of Wallet Status

Attaining top-of-wallet status is no simple task and requires a blend of effective marketing, enticing rewards and offers, and robust customer engagement. This marketing guide serves as a resource for card issuers, with guidance right from the initial card activation process to the establishment of long-term loyal relationships between users and their credit cards.

Marketing Guide for Prospective Credit Card Users

In this go-to-market guide, we will outline a comprehensive strategy for FI’s to craft and execute successful campaigns aimed at attracting prospective credit card users. From defining audiences to leveraging data analytics for personalization, this guide provides a roadmap to drive conversions on credit card offers.