![Page 1: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/1.jpg)
Support Webinar
Successfully Marketing Your Financial Wellness Platform
![Page 2: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/2.jpg)
Agenda
• Getting Started
• Web Integration
• Process Integration
• Digital Marketing*
• Physical Marketing*
* Marketing Materials Suite Accessible via Reporting/Admin Site
![Page 3: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/3.jpg)
Questions to Keep in Mind
What iGrad resources that we discuss here do you really
like?
How do you feel that resources on the iGrad platform could
be leveraged?
How can you can foster success for your financial wellness
and debt education programs and hone your own best
practices across your teams and departments?
![Page 4: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/4.jpg)
Getting Started
• Know your larger goals and objectives, then
market to achieve
• What are you currently doing today?
• Stick with what works!
• Ramp up over time
![Page 5: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/5.jpg)
Repetition
• Understand the
power of repetition.
• Studies show the
avg. person needs
three (3) exposures
to new stimulus
before reacting.
![Page 6: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/6.jpg)
Continuous
Process
• Plan
• Develop
• Implement
• Observe & Analyze
• Adjust the Plan and
Repeat
![Page 7: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/7.jpg)
Web Integration
![Page 8: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/8.jpg)
Web Integration
Public Web Space
Create awareness
Non restricted
Secure Web Space
Personalized menus
Task lists
High traffic personalized areas
Discoverability is critical!
Hub and Spoke model
Directly linked resources
High traffic pages
![Page 9: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/9.jpg)
Hub and Spoke
Hub: A central landing page on your public web space. A detailed information page and jump off point to the web application.
Spoke: Various teaser points to grab attention and lead user to the hub.
![Page 10: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/10.jpg)
Process Integration
![Page 11: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/11.jpg)
In Person Touchpoints:Where do you interact with your end user
audience?
• New student orientation and
onboarding flows
• One-on-One interactions
• Counseling sessions
• Advising
• Group interactions
• Tabletop events
• Workshops
• Classroom
![Page 12: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/12.jpg)
Digital Marketing
![Page 13: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/13.jpg)
Digital Marketing
Where does your target
audience live online?
• Signatures
• Existing communication flows
• E-Newsletters
• Social media
• Which social media?
![Page 14: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/14.jpg)
Integration and Assessment
Classroom integration: FYE, etc.
Resources to support 50 minute workshops, classroom experience on various topics, (i.e.
Budgeting, Credit, Scholarships, Student Loan Debt Education, transitioning to career
topics; health benefits, salary negotiations, investing and retirement planning)
Integrated throughout Student Lifecycle (via campaign, challenge, incentives, at risk
indicators, etc)
iGrad’s “Your Money Personality”
Financial Wellness Check-up/Assessment
Student loan snapshot and Annual Debt Education Courses
![Page 15: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/15.jpg)
Landing Page and outreach examples
https://osu.igrad.com/landing/step-instructions-ohio-state
https://chelseagroton.enrich.org/landing/cgb-high-school-teachers
https://uas.igrad.com/landing/sitka-cstar-bucks
https://regis.igrad.com/landing/regis-sophomores
https://bluefield.igrad.com/landing/bluefield-flm
![Page 16: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/16.jpg)
Physical Marketing
![Page 17: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/17.jpg)
Physical Marketing
• Billboard Style
• Elevator posters
• Banners
• TV Monitors
• Screen savers
• Takeaways
• Postcards/ Inserts
• Bookmarks
• Business cards
![Page 18: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/18.jpg)
![Page 19: Student Loan Borrower Repayment, Student Success - Staff … · 2020. 8. 10. · Support Webinar Successfully Marketing Your Financial Wellness Platform. Agenda •Getting Started](https://reader034.vdocuments.us/reader034/viewer/2022052101/603a9798b7147421f43d3c8c/html5/thumbnails/19.jpg)
Todd Woodlee
Successfully Marketing Your Financial Wellness Platform