Member Education and Marketing Materials

ModernFi provides extensive materials and resources to equip your team in marketing the ISA and educating your members.

In addition to direct training for your team and salespeople, ModernFi provides your team with resources that include:

Relationship Manager Manual: Guide for your client-facing teams on how to communicate the product to your members

Depositor-facing Member FAQ: Informational slipsheet white-labeled for your institution to distribute to members

Depositor-facing Member Benefits: White-labeled 1-pager to market the Insured Sweep Account to your members

Any topics not covered by the above materials can be directed to your ModernFi Institution Success Manager and ModernFi Account Management ([email protected]), who will assist with member communication on a bespoke and ongoing basis. Details on the full suite of member-facing services provided by ModernFi can be found in the tab “Custom Marketing Materials and Assets.”