Financial Advice with AdviceSite

Benefits to Financial Marketers

Financial institutions, including banks, credit unions, and other financial service providers, can gain substantial advantages by integrating financial education content into their marketing strategies. By offering valuable and informative resources to clients and prospects, your financial institution can foster trust and credibility and engage and empower your audience to make informed financial decisions. In this era of heightened financial awareness, leveraging financial education content can enhance customer relationships, build brand loyalty, and establish a reputation for promoting financial well-being.

Time to Market

Turnkey libraries offer pre-made, ready-to-use content, saving you time and enabling the swift launch of educational campaigns without lengthy content creation processes.

Why AdviceSite?

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Content Quality

AdviceSite content is thoroughly researched and edited to meet financial institution compliance requirements.
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Content Variety

AdviceSite offers a range of content formats, from in-depth articles, financial calculators, video animations, and financial quizzes.
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Evergreen Content

AdviceSite keeps content relevant with regular updates, ensuring your users get fresh, actionable insights..
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New Content Quarterly

We release high-quality financial advice quarterly, keeping your users engaged and informed with the latest insights..
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Branding & Styling

AdviceSite can be completely customized to align with your brand’s look and feel, ensuring a seamless user experience across websites.
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Editing & Publishing Control

Customers have the ability to edit, update, and publish content as needed, giving you flexibility and authority over what users see.
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Calls to Action

Integrated calls to action drive users to engage further with your services.
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Lead Generation

AdviceSite has the ability to integrate web forms to capture user information and and generate leads.
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Social Sharing

All content on AdviceSite can be socially shared, allowing users to easily share financial advice and insights with their networks.
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Metatag Editing

Customize meta tags and SEO settings to optimize AdviceSite content for search engines and boost visibility..
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IT Infrastructure

AdviceSite is cloud-hosted, U.S.-based, and meets the strict IT and compliance requirements of banks and credit unions.
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Disaster Recovery

Our disaster recovery environment protects Fintactix virtual machines, hosted in Newark, DE, with DR support from Denver, CO.

AdviceSite Content Overview

AdviceSite provides a turnkey library of financial education content that financial institutions can offer as a valued resource to their customers and members.

AdviceSite provides hundreds of evergreen articles, financial calculators, video animations, and interactive quizzes on various personal finance and small business topics. We deliver it in a heavily branded CMS to provide a seamless design experience for your website visitors.

As financial consumers embark on their financial journey, they rely on you, the banks and credit unions, as their key partners in raising their financial literacy levels and enhancing their chances for economic success.

Credit and Debt

Managing credit and debt is essential to maintaining financial health. Use AdviceSite’s Credit and Debt content to guide individuals through important decisions, such as managing credit card balances, understanding loan repayment options, and making informed choices about major purchases. These calculators help users assess their financial situations and create a plan for debt repayment or credit utilization, empowering them to take control of their financial futures.

Offer your customers actionable insights while positioning your financial institution as a resource for smart financial management.

Available AdviceSite Categories:

  • Credit
  • Debt
  • Major Purchases

Visit the AdviceSite Credit and Debt Showcase

Frequently Asked Questions

How much does AdviceSite cost?

AdviceSite is available in a Personal Finance Edition and a Premium Edition, which includes our Small Business content. You can license either edition of AdviceSite on either a one-, two-, or three-year term. Actual pricing is dependent on the asset size of your financial institution. AdviceSite also includes our entire suite of personal finance and business Financial Calculators that we offer, so those are not additive to your total cost.

Please complete the Schedule an Online Meeting form and provide details about your organization and we can provide specific pricing information and a detailed AdviceSite proposal.

Is your content appropriate for a bank or credit union?

Yes. Our content is 'compliance-friendly.' We develop our content specifically for inclusion into bank and credit union websites and believe that a different editorial standard exists for those types of sites vs. standard third party financial websites. We review and edit all content before releasing it with a financial website compliance hat on!

How frequently is AdviceSite content updated?

We add new content to AdviceSite on a quarterly basis. Those new content additions typically include 10 to 12 new articles. We welcome input from AdviceSite licensees on topics of interest and maintain our own list from an editorial development perspective.

In addition to our quarterly content additions, we also go through an annual review of all AdviceSite and update content, where appropriate, to keep it fresh, accurate, and relevant to current market conditions..

Do you work with digital agencies?

Yes! We love to partner with digital agencies to provide great financial education experiences for your client's new website projects. And if you bring us a new customer, we'll provide a 15% referral bonus for the initial value of the license agreement.

How long is the implementation process for AdviceSite?

Most implementations of AdviceSite typically run between six and eight weeks. Fintactix works closely with your marketing and/or design team to faithfully match the design and layout of your website. The work involved on our end typically requires four weeks of effort. The added time is typically taken up by your provisioning of design requirements and review of the implementation.

Is this a hosted solution or software I have to install?

AdviceSite is a hosted solution. We host our products through a third party hosting provider in a state of the art facility in Tampa, FL. The data center has N+1 redundancy throughout, including multiple HVAC systems and redundant power. Every month, the backup diesel generators are tested to make sure they are in proper functioning order in case of power grid failure. The data center’s physical security is supported by 24/7×365 live monitoring, CCTV, and biometric access control system. The SOC 1 Report for this facility is available for review under non-disclosure.

How is AdviceSite typically deployed?

AdviceSite is typically implemented as a microsite delivered off of our customer's primary domain (i.e., advice.yourwebsitename.com). With our microsite implementation customers have little need for IT involvement and little continued site maintenance. Most of the 'heavy lifting' is handled by Fintactix. The only ongoing support required is for content approval and editing.

However, Fintactix also has a 'frames' version of AdviceSite available that deploys each piece of content on a unique URL. Using this version, customers use iframe tags to integrate individual pieces of content into their web pages. Using this method, customers assume responsibility for each page set up, navigation changes and other functional elements that are a standard part of our microsite implementation.