CFS' API and API Widget enable your financial organization to deliver unsurpassed college-planning value to families with college-bound children and drive new revenue for your organization!



  •  Help families with college-bound children make better-informed college-planning and funding decisions and reduce their out-of-pocket college costs via the customized EZ College Planning Report

  •  Increase revenue. CFS helps your institution drive new revenue (insurance, investments, loans, etc.) by providing the context, rationale and action step for relevant products and services

  • Differentiate your organization from your competition

  • Flexibility - CFS provides for fully customized integration, using our API Guide, as well as a college-planning widget

  • Branding - The widget allows for a white-label version of the college planning report

  • Expand your offering with other CFS services (educational webinars, client e-newsletter, etc.) which will help yield an EVER-GROWING and very-targeted prospect list

 See How CFS' College-Planning Widget Works


CFS offers two versions of the widget:

 A version that generates the report to the screen (see demo example below)
 Another that emails the report to the prospect requesting the report as well as a designated email address at the financial organization. This option is ideally suited for lead generation and building a very-target prospect list (Gen-X parents with college-bound children) for marketing relevant products and services

Here are just a few examples of the many and varied ways CFS' exclusive college-planning widget can be used by a financial organization to deliver new services and value as well as drive new revenue:

In a financial organization (IMO, FMO, B/D, etc.) for use by its advisors. Use the CFS-powered widget to deliver new value to existing clients, attract new clients and identify new revenue-generating opportunities
Added to an organizational website as part of a lead generation strategy (using the email version of the widget)
As part of an employee benefit program, made available to employees in conjunction with an advisor consultation
In collaboration with a third party organization whose audience includes parents of college-bound children. Use the widget to deliver value to their audience and prospect leads for your organization
As the centerpiece of an internet advertising campaign (e.g. Facebook) to generate leads, new clients and new business

Use this demo version of the widget to see how amazingly-simple the widget is to use and just how much value it delivers! In this demo version, the input fields are pre-populated and the sample report, corresponding to the data submitted, will be opened. The sample report includes helpful commentary.



Call 919-469-1996 to learn more about how CFS' API and widgets will help grow your business