Small businesses turn to financial institutions for more than funding—they need guidance, expertise, and tools to succeed. By providing white-labeled marketing resources and training, you strengthen relationships, increase retention, and position your organization as an essential partner in business success.

Exclusivity Matters: When you partner with us, your institution receives market exclusivity—ensuring that no competing organizations in your region have access to the same resources.

Tailored Solutions for Financial Institutions

Choose the level of engagement that best fits your institution and your small business clients.

Support small businesses with practical marketing tools—without adding work for your team.

• Branded Marketing Newsletters – Pre-designed newsletters featuring your institution’s logo and brand colors.
• 8 Ready-to-Post Social Media Tips Per Month – Quick, effective marketing insights to share with your business clients.
• Marketing Worksheets – Monthly worksheets providing actionable marketing strategies small business owners can apply immediately.
• Easy Distribution – Delivered as a PDF so your team can distribute it seamlessly through your existing communication channels.
• Market Exclusivity – Your institution will be the only provider in your market using these resources.

Why This Matters: You provide ongoing, practical value to your small business clients, reinforcing trust and loyalty—all with minimal time commitment from your team.

Deliver more than marketing tips—offer small businesses real education and support.

• Customizable White-Labeled Newsletters – Messaging that aligns with your audience’s specific needs.
• 12 Ready-to-Post Social Media Tips Per Month – More engagement opportunities for small business clients.
• Marketing Worksheets – Monthly step-by-step guides to help small businesses execute marketing strategies.
• 1 Pre-recorded Training Videos Per Month – Access to 5-7 minute customizable in-depth marketing instruction for small businesses.
• Market Exclusivity – No competing financial institutions in your market will have access to these services.

Why This Matters: Your institution becomes a trusted resource—not just a lender. By offering valuable marketing education, you strengthen relationships and create deeper client engagement.

Position your institution as the go-to partner for small business success by offering education, networking, and expert guidance.

• Fully Customizable White-Labeled Newsletters – Branded content with tailored messaging.
• 12 Ready-to-Post Social Media Tips Per Month – A steady stream of content to educate and engage small businesses.
• Marketing Worksheets – Monthly action plans for business owners to implement marketing strategies.
• Priority Support – Faster turnaround and dedicated content customization.
• 2 Pre-recorded Training Videos Per Month – Access to 5-7 minute branded in-depth marketing training videos for small businesses.
• Branded Facebook Group Content –
  • Provide guidance on creating a branded Facebook group for your small business clients.
  • 4 additional interactive posts per month designed to encourage discussion and engagement around common marketing challenges.
• Market Exclusivity – Ensure your institution is the only financial provider in your area using these marketing tools and training services.

Why This Matters: Business owners thrive when they have access to resources, training, and a supportive community. A Facebook group strengthens relationships and increases engagement between your institution and your small business clients—keeping them connected to your brand.