All About the Engage Platform

The Everfi Engage platform is a complete solution for planning, delivering, and tracking financial education workshops for your customers and prospects. We offer turnkey workshop materials on a wide range of emerging topics, plus an easy-to-use platform that allows for simple scheduling, tracking, and data-gathering so that you can engage your audience either virtually or in-person.

Benefits

• Scale using Everfi's best-in-class workshop and webinar content, including presentations, facilitator guides, and participant guides designed to deliver an interactive and engaging live experience
• Centralize, schedule, and deliver all your workshop content from one place
• Measure attendees knowledge gain and behavior change using pre and post assessments, and easily report on workshop impact to key stakeholders

How it Works

1. Everfi provides your institution with best-in-class content, including presentations, facilitator guides, and participant guides.
2. Your team uses the Engage platform to schedule your virtual or live workshops and collect measurable data and impact reporting.
3. Your consumers, community members, and workplace banking partners attend the workshops and learn through meaningful interaction with your institution.