The financial education your business can’t afford to miss.

Your customers deserve to be empowered with the knowledge they need to make better financial decisions. Your team deserves to spend more time in productive interactions with clients, who really understand the products and services they’re discussing. And you need a better way to bring together customer retention, satisfaction and product awareness.

At Money101, we get it. We’re no strangers to the practical challenges of customer education. We’ve been serving banks, lenders, financial planners, insurers, super funds and more for almost two decades. With proven experience, our award-winning team is ideally placed to partner with you on your path to better customer education outcomes.

work-group

How do we do it?

We create awesome financial education content, using multimedia
and interactivity features to keep learners switched on. Each
bite-sized module can be accessed on demand, anywhere, any time, and completed at the customer’s own pace. It’s all wrapped up in a neat little package that can be integrated in to your existing customer portal or hosted separately for your convenience.

 Four reasons to educate your clients

Have a positive impact on savings, investment and payment habits.

Reduce volume of complaints caused by misunderstanding.

Add to your suite of customer retention strategies.

Boost awareness of products and services already on offer.

Empower your members to make the most of their super account

Ever wish there was a member services initiative that could boost retention, contributions and product awareness in one fell swoop? We understand your need to link marketing and services projects with real dollar-value outcomes for the fund as a whole. With Money101, you’ll be able to:

ENHANCE MEMBER RETENTION

By providing your members with access to Money101 content, you’re empowering them to address areas of concern about income and investments – as well as their super contributions. This added value helps you attract and retain members.

ENCOURAGE INCREASED SUPER CONTRIBUTION LEVELS

Money101 modules are designed to get learners thinking about the way superannuation fits in to their overall financial plan. We’re confident that, with the help of Money101’s online financial education, you’ll see a notable uptake in contribution rates.

IMPROVE MEMBERS’ FINANCIAL LITERACY

Financial literacy and empowerment is at the heart of our mission. Money101 has significant educational and instructional design expertise, shaped by years of experience in the financial sector. Because we are, above all, a digital financial education company, our programs get real results.

CREATE PRODUCT AWARENESS

Our programs are about holistic learning on broader money matters that influence the member’s financial wellbeing. Alongside this, there are plenty of opportunities to generate and offer product awareness. We’ll collaborate with your marketing and product development teams to help bring your member education vision to life.

Educate your staff

It’s hard enough to attract and retain the right team and boost employee productivity and profitability. When staff are stress-free and more confident about their finances, they’re more motivated and productive.

Financial wellbeing is the essential employee benefit. Progressive and dynamic businesses are investing in the financial wellness of their staff. They recognise that financial health is as important as physical and mental health. Our financial wellbeing program is the holistic, simple solution to workplace wellness you need.

Want further information?

Click on a brochure to read more:

[cm_simple_form id=6]