Financial Wellness Program (B2C)

Financial Wellness Program (B2C)

A personal program for financial health using psychological principles to understand and shift behaviors for better results in areas of money, credit, savings, and debt reduction.

  • Lead generation surveys to determine specific areas of consumer interest
  • Multiple assessments to segment consumer based on qualitative factors
  • Marketing automation to engage consumers by sharing how the product shapes positive behaviors
  • Decision based automation sequences to move participants to specific sections of the product based on interest and need
  • Multiple landing pages for A/B testing of optimal application entry points to sales system
  • Third party integration for chat system to answer questions and involve a live agent
  • E-commerce integration for automated sales management
  • Affiliate program design and implementation with third party accounting system