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MEMBERSHIP | CONSULTING | RESEARCH | INNOVATION
Leading the Nation in Consumer Financial Health
FinHealthMatters Day
Training Session May 2017
©2016 Center for Financial Services Innovation. All rights reserved
Presenters
Andrea Galvez
Director,
Network Marketing
2
Shannon Austin,
Managing Director,
Communications
Theresa Schmall,
Senior Associate,
Programs
©2016 Center for Financial Services Innovation. All rights reserved
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2
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Agenda
CFSI Background
FinHealth Matters Day Background
Join the 2017 #FinHealthMatters Day Conversation
Brainstorm Session
Reminders & Next Steps
3
4
5
©2016 Center for Financial Services Innovation. All rights reserved
CFSI Background
Connect
We foster dialogue and collaboration
through CFSI events and networking
opportunities.
Inform
We provide deep consumer insights
and industry research.
Innovate
We seed and test promising new
ideas.
Advise
We offer consulting services to both for-profit and nonprofit
providers.
The Center for Financial Services Innovation is an authority on consumer financial
health, leading a network of financial services innovators committed to building
better consumer products and practices.
Using our Compass Principles as a framework for quality, we:
FinHealthMatters Day Background
©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters Day
2016 was the first annual #FinHealthMatters Day
We asked consumers and financial services providers alike to promote why
financial health matters, and it resulted in a thunderclap of noise around the
message of financial health through a variety of consumer voices and across a
diverse audience.
©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters Day IMPACT Over 100 finhealth essays posted on #FinHealthMatters Day 2016
©2016 Center for Financial Services Innovation. All rights reserved
More than 2,000 twitter posts with #FinHealthMatters
©2016 Center for Financial Services Innovation. All rights reserved
Nearly 9,000,000 impressions
#FinHealthMatters
Join the 2017 #FinHealthMatters Day Conversation
©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters Day Benefits
• Tell your customers, clients, funders,
and followers why financial health
matters
• Engage new customers, clients,
funders, and followers
• Explain what you are doing to improve
consumer financial health / promote
your own financial health initiatives
• If you are a provider promote where
you are on your financial health
journey
• CFSI will promote best stories, blogs,
etc. to our audience
©2016 Center for Financial Services Innovation. All rights reserved
June 27 is #FinHealthMatters Day
• Set up social media to join the conversation
on #FinHealthMatters Day
• Make use of the resources provided on our
#FinHealthMatters Day webpages
http://cfsinnovation.org/events/finhealth-
matters-day/
• Sign up for a FinX in Boston on #FinHealth
Matters Day
http://cfsinnovation.org/events/boston-finx-
workshop/
• Write a blog post for your company – promote
larger Blog post contest in partnership with
FinCon
©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters Social Media Kit
Twitter Accounts (use to tag in posts):
@CFSInnovation
Official Hashtag: #FinHealthMatters
Available on #FinHealthMatters Day
webpages:
http://cfsinnovation.org/events/finhealth-
matters-day/
Social media content
• “General” #FinHealthMatters posts to be
accompanied by statistical graphics
• US Financial Diaries #FinHealthMatters
posts
• FinCon/Blog promotion posts
©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters Webpages
Beyond the social media kit,
explore our FinHealth
Matters webpages to learn
more about the 2016
FinHealthMatters Day, last
year’s winning blog posts,
and additional 2017
resources.
©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters Blog Posts
Write a blog or article about Financial
Health for your website or newsletter
-- consider using personal insights
into what financial health means, and
how it can be achieved.
Promote it socially using hashtag
#FinHealthMatters.
Encourage participation in our What
Financial Health Means to Me Blog
Post Contest – winners win their way
to FinCon 2017 in Dallas, Texas.
Brainstorm Session
©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters: Putting the Day to Work For You
Brainstorm:
• Use a smartphone to shoot micro videos to post on your social platforms
(Twitter, etc.)
• Consider a contest with your customers – allow them to win a prize for
sharing their #FinHealth story at a retail branch
• Add a #FinHealthMatters tagline to receipts at POS
• Add a #FinHealthMatters themed email signature on June 27
Hold a staff luncheon and talk about the financial health of Americans
and the role you play in improving it
Plan an event -- like going to a school and having high schoolers write
about why finhealth matters, potentially take a news crew and interview
the kids and get on TV. (Kids would need to win something!)
Add your own ideas to this list!
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©2016 Center for Financial Services Innovation. All rights reserved
#FinHealthMatters: Putting the Day to Work For You
Recommendations:
When to reach out to external media outlets:
- For events, reach out ASAP!
- For other engagement – like a Press Release -- approximately 1 - 2
weeks before June 27
When to start internal promotion to customers and/ or employees:
- Approximately 2 days before June 27
Suggestions for how to track success:
- Track how many of your existing customers, employees, and/ or
followers engage in #FinHealthMatters Day
- Track how many new followers you gain on #FinHealthMatters Day
- Follow the nation-wide conversation by tracking the hashtag
#FinHealthMatters
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Reminders & Next Steps
©2016 Center for Financial Services Innovation. All rights reserved
Reminders
June 27 2017 is #FinHealthMatters Day
FinCon is October 25 – 28 in Dallas ,Texas
CFSI upcoming releases:
- Workplace Financial Health – May 26
- Secured Cards for Underserved Populations – July 10
- Competing on Financial Health – The Financial Health Journey – October
©2016 Center for Financial Services Innovation. All rights reserved 21
#FinHealthMatters Day Training attendees:
Save $100 off standard (non-member)
registration rates.
USE CODE: MATTERS
Register by May 15 for Spring Rates!
Emerge.cfsinnovation.com
©2016 Center for Financial Services Innovation. All rights reserved
Next Steps:
Visit our #FinHealthMatters Day webpages -
http://cfsinnovation.org/events/finhealth-matters-day/
• Get a Social Media Kit, Blog resources, Blog Post Contest detail and more
Plan your participation in #FinHealthMatters Day
• Contact Shannon Austin for Press inquires – [email protected]
• Contact Andrea Galvez for CFSI Network marketing inquiries –
• Contact Theresa Schmall to run #FinHealthMatters Day idea(s) past us –
Join the #FinHealthMatters conversation on June 27!
Chicago New York San Francisco Washington, D.C.
Connect with us
cfsinnovation.com YouTube @cfsinnovation #finhealth LinkedIn Facebook
Thank You
