Marketing and Activation

As part of our phased approach, we guide your institution through Marketing Collaboration and Activation & Growth to ensure a successful launch and continued engagement with ModernFi’s solutions.

Marketing Collaboration – We collaborate with your team to develop a tailored marketing strategy including:

• Target Identification: Defining initial member segments and prospects for product focus
• Product Positioning and Pricing: Crafting positioning and pricing to ensure a strategic launch
• Marketing Playbook: Providing customized marketing materials and strategies to educate your members on the benefits of the Extended Insurance Account

Activation and Growth – Following the marketing phase, we transition to activating the product and driving growth:

• Initial Focus: Launch with a targeted member segment to ensure early success
• Results Tracking: We help measure key performance metrics, refining strategies as needed
• Scaling: After initial success, we assist with broader adoption to sustain growth

Throughout both phases, ModernFi’s team remains available to guide strategy, provide resources, and ensure long-term success. Please refer to our Member Materials for further support, including sales and marketing collateral.