Financial Literacy Communications
Reach underserved communities around the globe to maximize the impact of your financial literacy program.
- SMS, Voice Calls, WhatsApp
- Nudge with reminders
- Confirm learning with quizzes
- Gather data for MEAL
- Launch your campaigns in minutes
Remote learning with mobile phones
Teach people about budgeting, predatory loans, and other financial literacy topics.
- Send weekly lessons via WhatsApp, SMS, or automated phone calls (IVR).
- Audio lessons offer even more engagement—with voice IVR calls or WhatsApp audio clips.
- Quiz people at the end of the week to monitor progress and reinforce learning.
- Your audience is on WhatsApp? Enrich your classes with video lessons, or send additional material as images or PDFs.
Remote learning is not only for people who are constantly online. Anyone—even those with just a basic mobile phone—can be taught remotely.
Supercharge workshops
Running financial literacy workshops on the ground? Here is how engageSPARK can help you maximize their effect:
- Easy enrollment using 2-way SMS, WhatsApp, or even IVR.
- Increase attendance with automated reminders, for example 1 week, 2 days, and 1 hour before the workshop.
- Post-workshop feedback surveys: Get feedback to support your MEAL efforts.
- People loved your workshop? Ask them to recommend it automatically.
Case study: Financial literacy for Filipino micro-entrepeneurs
NWTF & ideas42
Negros Women for Tomorrow Foundation & ideas42 enrolled 4,014 micro-entrepreneurs in the Philippines.
For five and a half months, they sent 4-5 minutes long, pre-recorded voice calls with best practices on saving and budgeting.
An average of 79% of its participants completed each weekly voice call training.
Engage more people—using voice
Hearing another person talk will always be more powerful to us humans than reading a bit of text on a small screen.
Use the voice features in the engageSPARK platform to elevate your campaigns.
- Multi-language support: Talk to your participants in the language they speak.
- Language selector: Let people choose the language, if you don’t know it in advance.
- Use different voices for different audiences. For example, you might use a female voice for the women in your audience and a male voice for the men.
Voice with phone calls
- Scale your outreach with automated phone calls.
- Use pre-recorded audio or personalize each message using dynamic text-to-speech.
- Built-in AI tools: AI voices, speech recognition, categorization, intent recognition, and more.
Voice with WhatsApp
- Use pre-recorded audio-clips instead of text messages.
- Generate audio-clips on demand to personalize each message.
- Use built-in AI tools such as AI voices, speech recognition, and auto-categorization.
Nudge with
scheduled reminders
Use scheduled reminders as behavioral nudges—to help people change bad habits into good ones.
- Choose any of WhatsApp, SMS, or automated phone calls to send the reminder.
- Trigger these nudges after finishing a finance lesson.
- Take advantage of our advanced scheduling to make sure the messages arrive when they’re most effective.
Reinforce lessons with small quizzes
Use regular quizzes to reinforce lessons, spot struggling participants, and identify teaching material that can be improved.
- Pre-schedule quizzes for each participant.
- Be automatically alerted for select answers.
- Get reporting data per participant.
Timing matters
It matters when a lesson or quiz arrives.
That’s why we have advanced scheduling built into the engageSPARK platform.
Need something to go out every other week on Tuesday? On the next 9am, whenever that is? Need to avoid making calls during rush hour or prayer time? We’ve got you covered.
MEAL—with data
In today’s world with limited budgets and ever higher scrutiny, any financial literacy campaign must come with a strong component of Monitoring, Evaluation, Assessment, and Learning—MEAL in short.
The engageSPARK platform makes this easy in a couple of ways:
- Run surveys to assess the impact of your interventions.
- Live reports for all campaigns.
- Access and download summary reports as well as the raw messaging data for all your campaigns as Excel sheets.
- Automatically export gathered data to other systems using webhooks.
- Update messaging and surveys as new insights become available.
Your toolbox
The engageSPARK communication platform offers you a multitude of tools to build your financial literacy campaigns just as you want.
Depending on your audience, you might use all or some of the following tools:
- Any of WhatsApp Surveys, SMS Surveys, or Voice IVR Surveys to send the lessons, take quizzes or gather feedback
- Drip and Reminder campaigns to send lessons on a schedule, and trigger quizzes at the right time
- Every campaign type gives you conditions to send personalized lessons
Tailored to your needs
Perhaps you’ve tried other platforms and couldn’t quite make your processes work? Meet the engageSPARK platform, built to model even complex processes.
Here are customizations that might work for you:
- Switch between channels—and back.
- Control retry times and call time windows.
- Use webhooks and API calls to integrate other systems.
- Skip steps or channels that don’t apply to an employee.
- Save replies in the contacts database.
Fast support, by humans
We pride ourselves on the support we offer. Our customers love that, and tell us as much.
- Talk to our team easily—don’t be stuck with support bots.
- We aim to solve your issues—not just “resolve the ticket.”
- We’re friendly!
Try it—the chat is in the bottom right.
What our customers are saying
“We love using the engageSPARK platform – it’s super user-friendly, the customer service is great, and we’re learning how to get high response rates!”
Kasia Stochniol, Director
60 Decibels, a leading impact measurement company spun out of Acumen, has completed hundreds of impact measurement projects in 80+ countries using engageSPARK.
How may we help you?
Let’s talk!
Open the chat and say hi. We’re happy to help.
Or drop us an email at sales@engagespark.com