Financial Wisdom: Solutions for Banks - The Newsletter Strategy for Small Businesses and their Owners

Customized Content Includes:
Your Messages
- Competitive Advantages
- Success Stories
- Product and Services Information

Useful Financial Education
- Retirement Planning
- Investing
- Current Income and Wealth Preservation
- Relevant Commentary
- Managing Personal Finances

Description of the Financial Wisdom Strategy:
Each quarter, small business owners receive a letter from my bank. The "letter" Consists of a personalized cover letter from the president or another senior officer with a four-page, four-color customized newsletter insert.

The personlized nature of the cover letter reinforces the benefits of a relationship with your bank and delivers a relevant, compelling message. The newsletter informs small business owner about your complete range of products and services, To increase readership and add value to the "letter", it also contains valuable financial education centered around the financial issues of the business as well as the business owner.

The Small Business Opportunity
The small business segment is highly profitable. Recent studies have shown, that with the inclusions of the owners' personal business, the small business segment could account for over 50% of total bank profits. To realize this potential, insitutions must communicate that they offer a highly competitive value proposition. The Financial Wisdom newsletter program will accomplish that objective in an effective, efficient and sustainable manner.

Effective and Efficient
The Financial Wisdom newsletter program is effective because, as "a personal letter from my bank," it gets opened and read. And, because the messages are constructed as information rather than as "product pitches," they are much more likely to be acted upon. Furthermore, the inclusion of financial education sends messages to the reader that the bank is a source for "financial wisdom" and is truly interested in his well-being.

To read how the Financial Wisdom Newsletter Strategy can be used to create, strengthen and leverage your small business customer base, view our "white paper",
- Reinforcing the Small Business Relationship and Generating Results.

What's Needed
Financial Wisdom is a "turn-key" program. You provide a customer name and address file, artwork for reproduction of your business letterhead and envelopes, the signature of a bank officer for digitization, photographs and information about your bank and its products and services. We'll take it from there and write the copy, produce a layout, and send it to you for your approval. Turn-around is fast and we process the mail using pre-cancelled stamps for postage so it does not bear any postmarks.


	Leverage the entire relationships The Financial Wisdom newsletter strategy for small business uses personal letters with 4-page, 4-color newsletter inserts to communicate personal, credible, relevant messages to small business owners on a quarterly basis. It makes the relationship with your bank more valuable, results in greater share of wallet, increases loyalty and positions you to effectively compete for the retail banking business of the owner, managers and employees of the business as well as the commercial business. View a sample Financial Wisdom newsletter for small businesses
Customized Content Includes: Your Messages - Competitive Advantages - Success Stories - Product and Services Information Useful Financial Education - Retirement Planning - Investing - Current Income and Wealth Preservation - Relevant Commentary - Managing Personal Finances Description of the Financial Wisdom Strategy: Each quarter, small business owners receive a letter from my bank. The "letter" Consists of a personalized cover letter from the president or another senior officer with a four-page, four-color customized newsletter insert. The personlized nature of the cover letter reinforces the benefits of a relationship with your bank and delivers a relevant, compelling message. The newsletter informs small business owner about your complete range of products and services, To increase readership and add value to the "letter", it also contains valuable financial education centered around the financial issues of the business as well as the business owner. The Small Business Opportunity The small business segment is highly profitable. Recent studies have shown, that with the inclusions of the owners' personal business, the small business segment could account for over 50% of total bank profits. To realize this potential, insitutions must communicate that they offer a highly competitive value proposition. The Financial Wisdom newsletter program will accomplish that objective in an effective, efficient and sustainable manner. Effective and Efficient The Financial Wisdom newsletter program is effective because, as "a personal letter from my bank," it gets opened and read. And, because the messages are constructed as information rather than as "product pitches," they are much more likely to be acted upon. Furthermore, the inclusion of financial education sends messages to the reader that the bank is a source for "financial wisdom" and is truly interested in his well-being. To read how the Financial Wisdom Newsletter Strategy can be used to create, strengthen and leverage your small business customer base, view our "white paper", - Reinforcing the Small Business Relationship and Generating Results. What's Needed Financial Wisdom is a "turn-key" program. You provide a customer name and address file, artwork for reproduction of your business letterhead and envelopes, the signature of a bank officer for digitization, photographs and information about your bank and its products and services. We'll take it from there and write the copy, produce a layout, and send it to you for your approval. Turn-around is fast and we process the mail using pre-cancelled stamps for postage so it does not bear any postmarks.
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