Zelle Brings Banks and Credit Unions Forward With New B2B Onboarding

  • Content

  • Design

  • Email Marketing

Helping Zelle Build Better Partnerships

Onboarding banks and credit unions to a new technology service is no small feat. It requires clear, consistent content and plentiful resources to make the professional lives of product and retail banking leaders easier. The Zelle team challenged HIFI to create an innovative content program that bolstered engagement with their partner financial institutions.

  • About The Work

Email Worth Engaging

Our work involved a multi-phased effort that include strategy, messaging, content, design, and Pardot-friendly HTML programming for Zelle’s Partner Marketing team.

Start with Strategy

HIFI and the Zelle team collaborated on an initial strategy document that set the tone for audience segmentation, messaging, and design approaches. Through a series of collaborative meetings, our teams developed an outline of language and design requirements that aligned with Zelle’s brand standards. Additionally, our teams worked through any programming requirements early. The document visualized the journey for the Zelle team’s partner financial institutions and helped lay the groundwork for the creative process.

  • Client Review

The HIFI team has become an extension of our marketing team. With their deep financial services and marketing expertise, the HIFI team has helped Early Warning improve our digital capabilities and campaign execution. They are fun, friendly and outcome-driven.

Chris Worley - Early Warning - Zelle
Chris Worley

Sr. Director, B2B Marketing, Zelle