Small Businesses Struggle with Marketing
When they struggle, they close accounts, default on loans, and disengage. Your institution can help change this. With our white-labeled marketing training, you can equip small businesses (including DBA and Sole Proprieterships) with the tools to succeed—while strengthening retention and deepening client relationships.
Be the Institution That Small Businesses Trust to Grow.
Small businesses are looking for more than financial products—they want guidance that helps them thrive. This is your opportunity to be the partner they trust, delivering more value and standing out from competitors.
Be More Than a Lender. Be a Partner.
Provide actionable marketing resources and training that small businesses need, positioning your organization as a long-term, strategic ally.
Strengthen Loyalty and Drive Measurable Growth.
By helping entrepreneurs succeed, you’ll improve client retention, increase engagement, and achieve measurable outcomes that benefit your institution.
Your Institution. Your Market. Your Competitive Advantage.
When you partner with us, no competing financial institution in your region will have access to the same marketing resources. This means you stand out as the exclusive provider of high-value small business marketing support—building trust, engagement, and long-term loyalty.
White-Labeled Marketing Solutions for Financial Institutions
We help financial institutions and business development organizations tap into untapped opportunities by providing entrepreneurs with the tools they need to succeed.
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Our Solutions:
- White-Labeled Marketing Newsletters: Deliver branded, actionable content to help clients engage their audience.
- Ready-to-Post Social Media Content: Save time while showcasing practical strategies for small businesses.
- Pre-Recorded Marketing Training Videos: Help small businesses dive deeper into marketing concepts through branded, 5-7 minute actionable videos.
Frequently Asked Questions
Who is this service for?
DBA’s, Sole Proprieterships, and Small Businesses
How does Purpose Driven Enterprise ensure compliance with financial regulations?
We follow strict compliance measures, including:
- Pre-approval of all training materials (3 months in advance)
- No collection or storage of customer financial data
- No financial advice, loan discussions, or product endorsements
- Institutions retain full control over social media groups and training sessions
- Secure content distribution via institution-approved platforms (e.g., SharePoint)
Does Purpose Driven Enterprise collect customer data?
No. Financial institutions manage all registrations, attendee lists, and communications. The only data we collect is general feedback on training effectiveness (e.g., “What do you struggle with in marketing?”). We do not collect or process financial, personal, or account-related information.
How does Purpose Driven Enterprise align with FFIEC & CFPB guidelines?
We comply by:
- Ensuring institutions review and approve all content before use
- Avoiding financial discussions that require regulatory oversight
- Not storing customer data or personal financial information
- Using secure platforms for content delivery and access control
How customizable are the newsletters and social media posts?
Our newsletters and social media posts are pre-designed but branded with your organization’s logo and colors. For Tier 2 and 3 clients, we offer light to full customization to tailor messaging to your audience’s specific needs.
What does market exclusivity mean for my institution?
Market exclusivity ensures that your competitors within the same geographic or target market won’t have access to our marketing materials, giving you a strategic advantage and protecting your investment.
How do you measure the impact of these services?
We help you track engagement, retention, and success metrics through actionable reports. Training feedback forms and client participation metrics give you insights into how small businesses benefit.
How long does it take to get started?
We begin with an initial consultation to gather details about your small business clients, logo, and brand guidelines. We’ll also work with you to determine the best way to distribute newsletters and social media content. Once the setup is complete, your first branded materials will be ready within 2-3 weeks.
How do you address confidentiality and information sharing?
We understand the importance of protecting sensitive information. As part of the onboarding process, we ensure that all communication is secure. We never have direct content with the small business owners. All content is distributed throught the financial institution.
What’s Possible with Your Support
