Long-form content

E-books & Checklists

Highlight specific topics, demonstrate your expertise, and generate qualified leads with long-form content options.

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Detailed and Digestible

E-book and checklist content as branded PDF's are a great opportunity to focus on a topic in detail and share your rich wealth of knowledge. Thought-provoking prompts directed at your customers keep it entertaining, easily digestible, and position you as the expert.

Why business owners like E-books and Checklists
  • They can download and save the PDF to reference, in their own time
  • There's lot's of information all in one place
  • Practical next steps are clear and easy to implement
Why financial institutions like E-books and Checklists
  • As PDF's they can be easily deployed in multiple places
  • It's possible to gate the content to generate leads
  • They can be branded as marketing assets
  • All custom e-books and checklists are written to a specific brief, which you sign-off
  • Content matches your tone and brand
  • We'll add links to product and calls to action
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Trusted by the best
Deployment is easy
We'll send you the actual Word file to check and sign-off. Then we'll re-brand to match your brand guidelines (font, colors, logo etc.) to deliver a piece of content ready to go

PDFs can easily be designed to fit your visual branding and, with more ground being covered, give you multiple opportunities to solidify your tone of voice.


One option is to gate certain pieces of content. Successful registration indicates a qualified lead. Customers who input information to access an e-book are interested in your service, presenting an opportunity for you to reach out.


Encourage your bankers to connect with your customers by using e-books and checklists as conversation starters. You can then request to use their feedback for testimonials.

Our Range of Content Options

Some people like to read, some prefer to do. Appeal to learners of all kinds by using a bit of everything. Here’s a snapshot of our popular tools and content.

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Business Health Checks

Diagnostic tools that allow your customers to self-select information, generate reports, and download.

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Videos & Infographics

Straightforward and engaging, visually formatted information makes difficult topics easier to explain and understand.

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Optimized for SEO to drive traffic with the flexibility to fit multiple channels (social media, e-newsletters, etc.)

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E-books & Checklists

Highlight specific topics to demonstrate your knowledge, position your brand as one of value, and improve engagement.

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Online Business Planners

Increase qualified leads with customized business planners that correspond with your loan requirements and other offers.

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Templates & Calculators

With interactive templates and calculators embedded in your website, you’ll increase engagement time and brand awareness.


Want a Preview?

We offer free 30 minute walk-throughs so you can check out our content and tools.