Improving profitability

for community banks

and credit unions.

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 account holders.




CHECKING NAVIGATOR DEMO

The Checking Navigator is an interactive and educational online course. Demo it now...



FINANCIAL EDUCATION SOLUTION FACT SHEET

Get the details on our Financial Education Solution. Download...

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:

Checking Navigator
  • A 45-minute online tutorial on checking account managment 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, intertactive, 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 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.