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 onboarding process and beyond, the ModernFi Institution Success Team will work with your marketing and client-facing teams to identify marketing opportunities where ModernFi can assist.

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]).