Can a financial health quiz help you reach people who aren't members yet?

Yes. A quiz on your public website, at community events, or offered through employers is a front door anyone can walk through, and it gives a prospect a reason to hear from you. It works when the result leads to a next step that fits the person, you keep results somewhere outside your core system, and you ask before you follow up.

Where do prospects take a financial health quiz?

• Your public website. Anyone can take it, not just signed-in members.
• Community events and financial education sessions. A quiz at the event gives every attendee a result to take home and a reason to stay in touch.
• Employers. Offer to measure a company's employee financial health, then build a program around what you find.
• Partners. Nonprofits, schools, and others who serve the people you want to reach.

Tag each entry point, so you can see which ones bring in people who become members.

Where do a prospect's results go?

Not into your core, because prospects aren't in it. Without a plan, their results disappear after the results page. Send them to your CRM or marketing platform, along with whether the person agreed to be contacted, so the follow-up can pick up where the quiz left off.

How do you follow up without it feeling like a sales pitch?

Lead with the person's result, not your product. Offer the next step that fits where they stand: a tool, a class, or a conversation with a person. Offer a product when it fits the need, such as a savings account for someone working on short-term savings. People who get something useful from the first message are more likely to read the second.

Is it OK to use financial health results for marketing?

Yes, when the offer fits the need and the person agreed to hear from you. Some financial health teams see prospecting and cross-selling as at odds with the mission. A product that helps with the area someone is working on is a fair next step. What isn't OK is using the result to decide who qualifies: the FinHealth Score® is a planning and guidance tool for next steps, not a decisioning or underwriting tool, and it can't be used to underwrite any access to credit.

What does an employer get?

A picture of its employees' financial health as a group, never individual answers, and a program built on what that picture shows. Employees get their own results and next steps. You get a relationship with the employer and a reason to stay in touch with its people.

How do you know it's working?

Count, by entry point: how many prospects finished the quiz, how many agreed to be contacted, how many took a next step, and how many became members or customers. Compare entry points with each other, and invite the same people back later to see whether their financial health moved.

How does Attune help?

Attune provides FinHealth Score® scoring through its software and API, so the quiz can run on your website, at events, and with employer groups, with each entry point set up separately. Use of the Score in software requires licensing through Attune, the Financial Health Network's exclusive technology partner for FinHealth Score® implementation. Each person's results are kept over time in the FinHealth Record™. To plan a quiz for prospects, book a call.

More on financial health in digital experiences: Put financial health in your digital member experience.