MONTHLY MARKETING TOOLKITS

Launch financial wellness campaigns without starting from scratch.

Every month, MoneyEdu hands your team a complete financial marketing program - email and social copy, incentive ideas, featured resources, and timely themes based around what members are already thinking about.

A MoneyEdu campaign dashboard and member-facing email preview
12 Months
Of customizable
campaigns
52 Weeks
Of timely financial
education content
1 Platform
To launch, promote,
and measure engagement
What You Get Each Month

Financial Wellness Campaigns Built for Busy Teams

Credit unions want to be top of mind when members are making decisions about money. But staying visible takes time to plan, write, promote, and measure - and too often, good intentions quietly fade.

MoneyEdu gives your team a year-round campaign system, not another project waiting for someone's free time.

Monthly Themes

A new, ready-to-promote theme every month keeps your program focused and timely - no starting from scratch, no guessing what to share next.

Email & Social Templates

Each theme includes ready-to-adapt outreach copy for email, social, and newsletters. Copy, paste, and go or edit to match your credit union's voice.

Incentive Ideas

Turn passive readers into active participants. Choose a challenge (like completing a related course or calculator) and use our tools to select a winner.

Featured Tools & Resources

Every campaign suggests relevant articles, calculators, assessments, and courses. No more searching for compliance-reviewed content and resources.

New Content Every Week

Each monthly theme includes four associated weekly themes that unlock over the course of the month, giving members a reason to come back.

Engagement Reporting

Shared resources include built-in tracking, so your team can see which resources make the biggest impact. Use those insights to guide future campaigns.

Drag-and-drop campaign calendar with monthly themes
Make It Yours

Your Credit Union,
Your Voice

Each monthly theme and marketing toolkit can be customized to match your credit union’s voice, priorities, and member needs. Your team gets the structure. Your credit union keeps the voice.

A simple drag-and-drop calendar makes it easy to reorder themes to best integrate with product launches, community events, and the marketing plan you already have. You can even build a new campaign from scratch.

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Who It's For

Built for the Teams Responsible for Member Engagement

Ready-to-use campaigns help credit unions make financial wellness visible, consistent, and easier to manage across departments.

Marketing Teams

Promote financial wellness with ready-made campaign ideas, copy, and topics that support emails, social posts, newsletters, and website features.

Community Outreach

Bring timely financial education to schools, workplaces, nonprofits, and community events. Our associated presentation library supports you in-person efforts.

Member Experience

Give members practical education tied to real financial questions - budgeting, credit, home buying, fraud prevention, and retirement.

Executives & Program Leaders

Support financial wellness goals with a repeatable program that creates engagement data and strengthens your community impact story.

About MoneyEdu

Built on 20+ years of financial education expertise.

MoneyEdu is built by Decision Partners, a team with more than two decades of experience in financial education. We partner with credit unions to create branded, practical, and accessible programs that help members make more informed financial decisions.

Ready-to-use campaigns are part of that larger mission. They help your credit union keep financial wellness visible all year, support members at every life stage, and turn education into an ongoing relationship rather than a one-time resource.

Serve Members Wherever They Are

Send members to your credit union's branded MoneyEdu resources or integrate into your website and mobile app with our APIs and embeddable tools.

Your Team Saves Time

Campaign ideas, content, and outreach support reduce the planning burden - helping your team maintain an outreach cadence that keeps your credit union top-of-mind all year.

Show Up for Your Members Every Month

Your members make financial decisions all year long. See how MoneyEdu’s ready-to-use campaigns help your credit union stay visible, useful, and trusted when those decisions happen.

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