Seasonal: Tax and Finance Package

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The Landscape

Taxes are inevitable and complex — consumers are yearning to understand how to maximize tax refund plans and take a proactive approach to tax planning and financial management.

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Utilize Content to Build Trust

• Knowledge is Key: There is a need for increased financial literacy, close the education gap by creating digestible content to build confidence across the landscape.
• Ditch General Messaging: Market to your audience – your whole audience & no one but your audience.
• Value-Driven Content: Facing financial uncertainty can be overwhelming, utilize thought-leadership content that creates an emotional connection.

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Key Activation Periods: Why and When to Activate with Nativo

1. Tax Season (Feb-April): Encourage clients to consult with you during this critical period to optimize tax strategies and ensure accurate filings, highlighting the unique value of your expertise.
2. Maximize Investments (May-June): Guide clients in reinvesting their tax returns, bonuses, and other income effectively. Offer strategic advice to enhance the performance of their active accounts.
3. Prepare for the Future (June-August): Assist clients in planning for retirement, restructuring debt, and setting up efficient payment plans. Use this time to fortify their financial stability and long-term goals.

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Reach Premium Publishers At Scale

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Activate Your Way: Managed Services, Self-Service Activation or Programmatically.

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