Email: Launch of Feature
Available as an editable Word document.
ByAllAccounts Marketing Toolkit
Access promotional content and marketing assets to support your launch and ongoing marketing of data aggregation. Please use the assets as provided, or we have provided the content for each asset so you can edit, customize, and insert into your branded templates.
Self-Paced Trainings
Self-paced training modules available for investors, advisors, and support staff. Access the videos, demos, and supporting training materials.
Marketing Content for Advisors
One-Pager: Data Aggregation Overview
Available as a PDF and editable Word document.
Guide to Financial Data Aggregation
Available as a PDF and editable Word document.
FAQs: Data Aggregation
Includes basic information about data aggregation, troubleshooting errors, and overcoming objections. Available as a PDF and editable Word document.
Troubleshooting Guide: Facilitate Efficient Issue Resolutions
Includes basic information about data aggregation, troubleshooting errors, and overcoming objections. Available as a PDF or a Word document.
Presentation: Account Linking Overview
Available as a PowerPoint.
Marketing Content for Consumers and Investors
Email: Account Linking Onboarding Series
Available as editable Word document.
One-Pager: Account Linking Overview
Available as a PDF and an editable Word document.
FAQs: Account Linking
Includes basic information about data aggregation, troubleshooting errors, and overcoming objections. Available as a PDF and an editable Word document.
Video Tutorial
One-minute video designed to be inserted into the app UX or in an email communication to provide the user with an overview of how simple it is to link accounts, benefits of the solution, and security and privacy messages. Available as a video or a script.