How banking teams use evolo

For Consumers

For Business

More Prospects Into New Account Applications

Increased top of funnel engagement

Engage and convert at a higher rate into new account applications at the top of the funnel, with digital campaigns that cover a variety of topics.

Limited access to core features.

Macro environment and economic considerations

Saving, investing, and spending product features

Deepen Deposit Relationships

Nurture on autopilot

Deepen deposit only relationships through ‘always-on’ campaigns that seek to educate and nurture your backbook on holistic banking solutions.

Accelerated campaign creation and delivery

Measures engagement to find those who are ‘almost ready’ to buy

More ‘consultative’ feel

Driving Relationship Primacy

Educate clients about your features

Leverage the power of engaging video to make your banking relationship the primary one for your customers.

Educate your customers about all the features available to them

Demonstrate the flywheel of bringing more of their relationship in-house

Win direct deposit and primary bill pay functions

Book Meetings for New to Bank Prospects

Higher quality first meetings

Build targeted campaigns, faster, to find prospects looking for a new banking relationship. Engage prospects through a series of pre-wired conversations:

Cash management, investing, saving

Macro environment and economic considerations

Industry-specific targeting and messaging

Deepen Deposit Relationships

Nurture on autopilot

Deepen deposit only relationships through ‘always-on’ campaigns that seek to educate and nurture your backbook on holistic banking solutions.

Accelerated campaign creation and delivery

Measures engagement to find those who are ‘almost ready’ to buy

More ‘consultative’ feel

Driving Relationship Primacy

Educate clients about your features

Leverage the power of engaging video to make your banking relationship the primary one for your customers.

Educate your customers about all the features available to them

Demonstrate the flywheel of bringing more of their relationship in-house

Case studies of similar businesses

How wealth management teams use evolo

For Groups

For Individuals

Boost Voluntary Retirement Contributions

Increased program engagement

Build targeted campaigns, faster, to educate group wealth customers on the benefits of maximizing usage of policy features and contribution room.

2-3x higher adoption of optional benefits vs. email-only campaigns

Campaigns timed around member milestones

Seamless digital workflow increases enrollment speed and accuracyRapid call to action
‍

Proactive Roll-Over

Minimize calling effort

Help clients navigate a roll-over decision early, helping mitigate portfolio risk. Leaves small number of exceptions to be handled by outbound calling.

evoloPRIORITY directs outbound efforts to those who are ‘on the edge’

evoloINSIGHTS helps outbound teams understand what objections exist

Efficient roll-over process

Educate on Non-Group Products

Nurture on autopilot

Support your advisors in deepening relationships through ‘always-on’ campaigns that seek to educate and nurture your customer base across other wealth and insurance products.

Accelerated campaign creation and delivery

Measures engagement to find those who are ‘almost ready’ to buy

More ‘consultative’ feel

More Educated Prospects to Advisors

Higher quality engagement

Build targeted campaigns, faster, to engage with prospects during key life milestones or events. Generate interest in connecting with an advisor.

Long-term planning

Life event-based financial strategy

Education on management tools

Deepen and Expand AUM

Nurture on autopilot

Support your product specialist teams in deepening relationships through ‘always-on’ campaigns that seek to educate and nurture your customer base.

Accelerated campaign creation and delivery

Measures engagement to find those who are ‘almost ready’ to buy

More ‘consultative’ feel

Portfolio servicing

Minimize calling effort

Help clients navigate annual servicing requirements to manage their wealth, and prioritize only those interactions that require an advisor.

Tax planning

Portfolio allocation

Market trends

How banking teams use evolo

For Consumers

For Businesses

Targeted Prospecting on Autopilot

Higher quality touchpoints

Build targeted campaigns, faster, to engage with prospects during key life events or triggers that make them likely to purchase. Generate interest in connecting with an advisor.

Recently moved

Traveling

New service / promotion availableRapid call to action
‍

Day 0 Deepening

Deepening on autopilot

Minimize your 1P portfolio through ‘always-on’ campaigns that seek to educate and nurture your customer base, starting on Day 0.

Accelerated campaign creation and delivery

Measures engagement to find those who are ‘almost ready’ to buy

More ‘consultative’ feel

Targeted Cross-Sell

Minimize calling effort

Execute targeted cross-sell / up-sell campaigns on base of customers with ease, helping direct outbound efforts to most engaged leads.

evoloPRIORITY directs outbound efforts to those who are ‘on the edge’

evoloINSIGHTS helps outbound teams understand what objections exist

Efficient sales motion

Targeted Prospecting on Autopilot

Higher quality touchpoints

Build targeted campaigns, faster, to engage with businesses during key triggers that make them likely to purchase. Generate interest in connecting with an advisor.

New location

Team expansion

Segment-specific targeting

Day 0 Deepening

Deepening on autopilot

Minimize your 1P portfolio through ‘always-on’ campaigns that seek to educate and nurture your customer base, starting on Day 0 - especially security.

Welcome bundle upsell

Referral incentive

More ‘consultative’ feel

Targeted Cross-Sell

Minimize calling effort

Execute targeted cross-sell / up-sell campaigns with offer bundles, helping direct outbound efforts to most engaged leads.

evoloPRIORITY directs outbound efforts to those who are ‘on the edge’

evoloINSIGHTS helps outbound teams understand what objections exist

Efficient sales motion

How insurance teams use evolo

For Groups

For Individuals

Boost Optional Benefit Enrollment

Increased enrollment rates

Enhance member understanding of optional benefits such as life and critical illness coverage.

2-3x higher adoption of optional benefits vs. email-only campaigns

Campaigns timed around member milestones

Seamless digital workflow increases enrollment speed and accuracyRapid call to action
‍

Proactive Roll-Over

Minimize calling effort

Help clients navigate a roll-over decision early, helping mitigate portfolio risk. Leaves small number of exceptions to be handled by outbound calling.

evoloPRIORITY directs outbound efforts to those who are ‘on the edge’

evoloINSIGHTS helps outbound teams understand what objections exist

Efficient roll-over process

Educate on Non-Group Products

Nurture on autopilot

Support your advisors in deepening relationships through ‘always-on’ campaigns that seek to educate and nurture your customer base across products like individual life, disability, wealth.

Accelerated campaign creation and delivery

Measures engagement to find those who are ‘almost ready’ to buy

More ‘consultative’ feel

Advisor CoBranded Journeys and Enablement for Prospecting

Higher quality engagement

Arm advisors with personalized digital journeys they can use to educate prospects, with compliance-approved, ready-to-use content. Generate interest in connecting with an advisor.

Long-term planning

Life event-based financial strategy

Education on management tools

InPortal / InApp Engagement on Complementary Products

Nurture on autopilot

Embed evolo ‘always-on’ journeys in existing portals or apps that seek to educate and nurture your customer base across products like disability / CI for life.

Accelerated campaign creation and delivery

Measures engagement to find those who are ‘almost ready’ to buy

More ‘consultative’ feel

Why leading Telecom teams use evolo

Get real engagement

Emails, notifications, or mailers are just not enough in today’s multimedia age to capture share of mind - evolo’s interactive videos completely change the game.

True pipeline transparency

Insights into why prospects ‘did not buy’, driving critical input for future campaign / offer / product design.

Short path to impact

Rapid implementation cycle enabled by ‘tech-lite’ approach means more experimentation and faster impact.

Fortune 500 companies are already using evolo  — to close more deals

Banking

Insurance

Wealth Management

Adding Custom Code

You probably know what you're doing, but if you're new to Webflow and need some assistance, I’ve put together an in-depth, step-by-step guide to help you get this modal popup working perfectly. Follow it to ensure everything runs smoothly, with no glitchy background movement when scrolling within the modal popup.

‍

Step 1

First step is to copy the code below.

<script>

$('[scroll=enable]').click(function() {
	unLockScroll();
});

$('[scroll=disable]').click(function() {
	lockScroll();
});


let scrollPosition = [];
let marginB;
let marginR;
const $html = $('html');
const $body = $('body');

function lockScroll(){
  setTimeout(function () {
    let initWidth = $body.outerWidth();
    let initHeight = $body.outerHeight();
    scrollPosition = [
        self.pageXOffset || document.documentElement.scrollLeft || document.body.scrollLeft,
        self.pageYOffset || document.documentElement.scrollTop  || document.body.scrollTop
    ];
    $html.css('overflow', 'hidden');
    window.scrollTo(scrollPosition[0], scrollPosition[1]);

    marginR = $body.outerWidth()-initWidth;
    marginB = $body.outerHeight()-initHeight;
    $body.css({'margin-right': marginR,'margin-bottom': marginB});
  }, 10);
}

function unLockScroll(){
  setTimeout(function () {
    $html.css('overflow', 'initial');
    window.scrollTo(scrollPosition[0], scrollPosition[1]);
    $body.css({'margin-right': 0, 'margin-bottom': 0});
  }, 10);
}

</script>

Step 2

Second step is to paste the code on the page your slider is located (for this project the slider is located on the home page, so the custom code is placed on this page under the home page settings).

To navigate to the page settings click the symbol shown below. This symbol can be found on the top left hand side of the Webflow Interface.

Step 3

Third step is to click the page settings cog symbol shown below.

Step 4

Fourth step is to scroll down to the custom code section and paste the custom code in the "Before </body> tag" section.

How (Un)locking the page behind the popup works

‍

To Disable Scrolling (Lock the Page)

On elements that should lock the page and disable scrolling when clicked (e.g. the button to open the popup), add the following custom attribute in the element settings: scroll="disable"

To Enable Scrolling (Unlock the Page)

On elements that should unlock the page and enable scrolling when clicked (e.g. the exit icon/clickable background), add the following custom attribute the element settings: scroll="enable"

How the interactions work to open the popup modal

For each new modal popup you want to create, you'll need to add a new modal popup layer and link it to a corresponding interaction that triggers the modal to open. (The first three have already been set up for you.)

‍

And that's everything.

If you found this useful and are using it in a project and you'd like to buy me a coffee, my donation link is below.

Thank you,

- Vaughan

Inter Font

The font Inter is the closest alternative to SF Pro Display, Apple’s official font. SF Pro Display is licensed exclusively to registered third-party developers for designing and developing applications for Apple’s platforms. If you’d like to use Inter for your project, you can download it for free from the Google Fonts website.

‍

Uppercase Letters:
A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

Lowercase Letters:
a b c d e f g h i j k l m n o p q r s t u v w x y z

Numbers:
0 1 2 3 4 5 6 7 8 9

Common Symbols:
! @ # $ % ^ & * ( ) - _ = + [ ] { } \ | ; : ' " , < . > / ? ~ `

‍

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Morbi euismod magna ac lorem rutrum elementum. Donec viverra auctor lobortis. Pellentesque eu est a nulla placerat dignissim. Morbi a enim in magna semper bibendum. Etiam scelerisque, nunc ac egestas consequat, odio nibh euismod nulla, eget auctor orci nibh vel nisi. Aliquam erat volutpat. Ut tempus purus at lorem. Vestibulum viverra, felis nec elementum aliquam, mauris quam bibendum dui, eu vulputate orci libero id urna. Aliquam erat volutpat.

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Create more campaigns that get real engagement

How banking teams use evolo

More Prospects Into New Account Applications

Deepen Deposit Relationships

Driving Relationship Primacy

Book Meetings for New to Bank Prospects

Deepen Deposit Relationships

Driving Relationship Primacy

How wealth management teams use evolo

Boost Voluntary Retirement Contributions

Proactive Roll-Over

Educate on Non-Group Products

More Educated Prospects to Advisors

Deepen and Expand AUM

Portfolio servicing

How banking teams use evolo

Targeted Prospecting on Autopilot

Day 0 Deepening

Targeted Cross-Sell

Targeted Prospecting on Autopilot

Day 0 Deepening

Targeted Cross-Sell

How insurance teams use evolo

Boost Optional Benefit Enrollment

Proactive Roll-Over

Educate on Non-Group Products

Advisor CoBranded Journeys and Enablement for Prospecting

InPortal / InApp Engagement on Complementary Products

Why leading Telecom teams use evolo

Fortune 500 companies are already using evolo — to close more deals

Banking

Insurance

Wealth Management

Adding Custom Code

How (Un)locking the page behind the popup works

How the interactions work to open the popup modal

Inter Font

Fortune 500 companies are already using evolo  — to close more deals