At EVERFI, we imagine monetary schooling ought to do extra than simply inform—it ought to encourage motion. That’s why we created Customized Moments – a strong characteristic in our Obtain™ platform that transforms studying into doing.
Customized Moments are built-in, branded interplay factors inside our shopper monetary schooling platform that permit monetary establishments to personalize the educational expertise and information learners towards significant subsequent steps—whether or not that’s opening an account, exploring a product, or participating along with your model in a brand new means.
What Is a Customized Second
A Customized Second is a seamless, embedded expertise positioned at key choice factors inside an Obtain monetary schooling module. As a learner completes a course on a subject like credit score scores, budgeting, or financial savings objectives, they’re offered with a branded alternative that seems like a pure extension of the content material—as a result of it’s.
These moments may be personalized to:
- Introduce a brief video out of your group to construct belief and clarify how your establishment might help
- Hyperlink to a related monetary product or useful resource, akin to a checking account, bank card, or private mortgage
- Spotlight a reward or incentive, akin to a present card for attending a monetary wellness webinar or finishing a product utility
- Encourage deeper engagement, like scheduling an appointment or visiting an area department
Why Customized Moments Matter
On the earth of digital monetary schooling, relevance is every little thing. Learners usually tend to take motion after they’re within the mindset of change—proper after they’ve discovered one thing that impacts their actual life.
With Customized Moments, you’re not simply delivering content material. You’re creating:
- Contextual Calls to Motion – Triggered exactly when the learner is prepared.
- Stronger Model Affinity – Branded messaging builds belief in a value-driven surroundings.
- Trackable Engagement – See how learners work together along with your choices post-education. EVERFI prospects see a median of 30% click on by way of/conversion charge on Customized Moments.
Designed for Banks and Credit score Unions
Whether or not you’re selling a brand new monetary product, supporting your CRA or volunteerism objectives, or driving neighborhood engagement, Customized Moments are a strong device to hyperlink schooling to measurable outcomes.
Think about this:
- A learner finishes a module on constructing credit score—and will get a brief video message out of your lending officer with a hyperlink to use for a secured bank card.
- Somebody completes a budgeting course—and receives an invite to a department workshop with a $25 financial savings incentive.
- A brand new member explores financial savings choices—and is directed to your high-yield account supply tailor-made to their wants.
These are Customized Moments—they usually’re constructed to transform.
Simple to Set Up. Seamless to Deploy.
EVERFI makes it simple to create, handle, and measure Customized Moments by way of your Obtain dashboard. We deal with the combination—you present the video, message, or hyperlink—and we place it the place it’ll have the most important influence.
Able to Create Your Second
Should you’re already utilizing EVERFI Obtain, attain out to your buyer success supervisor to activate Customized Moments in the present day. Not but utilizing Obtain? Let’s speak about how one can join schooling to engagement—and ship smarter influence.
Customized Moments aren’t only a characteristic. They’re a technique.
Let’s make your monetary schooling actionable.
Need to see Customized Moments in motion? Request a demo at Digital Monetary Training for Your Customers | EVERFI
