OFN has launched a new resource for CDFIs, tapping into the need to better define their value proposition and turn word of mouth into business: the Consumer Finance Marketing Library. With downloadable templates and reference guides, CDFIs now have access to a library of materials that help you reach your customers through multiple marketing channels more effectively.

This toolkit was designed in collaboration with the Mendoza Group who polled 200 consumers in markets that CDFIs serve to better understand their needs, how they access financial resources, and what tools and messages could better equip CDFIs to strengthen their reach.

In addition to customizable marketing materials, the toolkit includes the CDFI Value Proposition, a universal concept that provides a single message the entire industry can get behind: “We’re a different kind of lender.”

For the launch of the toolkit, OFN hosted two webinars covering the insights gained from CDFI and consumer interviews which informed the value proposition, as well as three case studies of CDFI beta-users who tested out the toolkit assets in their communities and with their brand. 

As Sarah Marshall of North Side Community Federal Credit Union, a beta user, pointed out on the call, “We don’t always have the time to focus on marketing, specifically graphic design. We found these materials adaptable to our market that let you plug and play with your personal brand and communicate your message really clearly.”

Included in the toolkit you will find:

  • Guides on content marketing, social media, and video
  • Customizable brochures, flyers, postcards, and posters
  • Content ideas and samples for social media and radio

Assets are available in English and Spanish, and you can customize logos, color palette, high-priority products and services, and more. There are also tools to guide you for these customizations.

While designed for the consumer finance market, the toolkit is available at no charge for the entire industry, with assets and talking points that CDFIs serving different markets can certainly benefit from.

Access a recording of the webinar here and the presentation slides here for more insights.

Special thanks go to The Prudential Foundation for providing funding for this resource.


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