Here are our favorite ideas for white papers and ultimate guides:
- Money Management: Can focus on specific aspects of money management, from personal finance basics to estate planning. Add quotes from your institution’s wealth management team and personal bankers to demonstrate their expertise on matters of investing, saving, and more.
- Budgeting Tips and Template: Although budgeting may not be the most exciting topic, it’s something many people struggle with. Take a conversational and friendly approach to budgeting tips, combined with suggestions for spreadsheet templates and apps to use for budgeting. You can easily create a free downloadable budget template in Excel. Some banks even include budgeting tools as part of their online banking services. For example, F&M Bank has its own no-cost Personal Financial Management tool called Squirrel.
- Stage-of-Life Frameworks: Instead of giving one-size-fits-all advice, distinguish personal finance guides by the stage of life they apply to, such as this Financial Guide for New Parents in Bucks County.
- Retirement Savings Guide: Compare IRAs, 401(k) accounts, annuities, and FAQs for each including requirements, age restrictions, tax benefits, and withdrawal options. For example, this Central Bank blog gives retirement savings advice by age/decade.
- Digital Banking Guide: Stay-at-home orders and temporary branch closures due to Coronavirus have increased customer adoption of online and mobile banking. Help your non-tech savvy customers get oriented with online banking. For example, Armstrong Bank recently published a guide to Getting Started with Online and Mobile Banking.