Financial Education Solution

Our financial education program helps you provide education on understanding and managing a checking account, address excessive overdraft usage, and provides the tools you need to reach out and communicate with your accountholders.

Pinnacle’s turnkey solution helps institutions provide a valued customer service, meet overdraft regulatory guidelines, and, equally important, helps ensure that consumers receive a consistent and accurate message.

Our Financial Education Solution includes:

  • A 45-minute online tutorial on checking account management titled the "Checking Navigator"
  • Hosting of your customized program
  • Complete tracking and reporting capability
  • Hard copy version of the online course
  • Customer outreach "Guide book"
  • Excessive user communication template

Checking Navigator Overview:

  • A comprehensive, interactive, educational, and entertaining .net application
  • Each of two sections in the program includes a “quiz” to confirm and reinforce the main educational components.
  • Customized for your institution
  • Your logo and institution name
  • 15 - 20 seed slides feature your specific information, i.e. number of ATM locations, additional products and services, etc.
  • Your customers access the program on their own computer from your website’s homepage or a provided link.

Tracking and Reporting Capabilities:

  • Log-in and password access database is completely secure and confidential.
  • Your customer’s name, address, and email address is captured in the database and can be exported to applications.
  • All activity, including completion of the program, is tracked and maintained in the database.
  • System can notify designated person(s) each time a customer logs on and/or completes the course.
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