Custom marketing materials and assets

ModernFi provides customized marketing support and materials as needed to best position your credit union as you launch the Extended Insurance Account to your members.

Services include:

  • Strategizing target segments
  • Marketing phrasing and slogans
  • Email templates by customer type
  • Custom marketing materials (banners, email, in-app advertisements, slip sheets) white-labeled for your institution

Throughout the life of your participation in the network, the ModernFi Institution Success Team will work with your marketing and member-facing teams to identify opportunities where ModernFi can support greater, quicker, and easier member growth. This work includes prospecting, marketing, and hands-on support. For a comprehensive overview of some of how we support your EIA launch and growth, see the EIA Go-to-Market Support Catalog, a centralized guide to team resources (training, prospecting, and incentives) as well as member-facing marketing support (digital ads, in-branch assets, transition communications, and more).

Sample white-labeled marketing materials are provided below. These can be customized based on your institution's style and colors.


Requests for marketing support can be directed to your ModernFi Institution Success Manager and ModernFi Account Management ([email protected]).