Zelle Brings Banks and Credit Unions Forward With New B2B Onboarding
Content
Design
Email Marketing
The hardest audience Zelle has to market to is banks
Most people meet Zelle inside their own banking app. That means Zelle’s growth doesn’t rest on consumer marketing alone. It rests on thousands of partner banks and credit unions successfully launching and promoting it themselves.
That’s a B2B2C problem. Early Warning Services needed partner institutions, from national banks to single-branch credit unions, to market Zelle to their customers with clarity, consistency, and compliance, without a central team producing campaigns for each of them one at a time.
HIFI was brought in to build the content program that made that possible.
About The Work
Email Worth Engaging
The program had to work for a marketing director at a $50B institution and a single generalist at a community credit union: same clarity, same compliance guardrails, wildly different resources on the other end.
We built a phased email journey that walks partners from launch prep through customer enrollment, each message pointing into the Partner Toolkit where pre-approved, customizable assets already live. Strategy, messaging, content, design, and Pardot-friendly HTML production, all handled by one team.
Start with the journey
Before any design, we mapped the partner journey with Zelle’s team: what an institution knows at each stage, what it needs next, and where launches typically stall.
That document became the spine of the program: audience segmentation, messaging sequence, design direction, and the technical requirements all settled before creative began.
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.
