Partner How-Tos
Everything a Direct partner needs to launch, configure, and grow a successful Banzai program—from onboarding through ongoing optimization.
Get started
Your first steps as a Direct partner—defining goals, choosing a program lead, identifying your audience, and getting set up.
A four-phase launch plan covering internal rollout, non-profit partnerships, business partnerships, and customer launch.
Watch on-demand webinars
A library of recorded partner webinars—Manager onboarding, Wellness Center configuration deep-dives, and best-practice sessions you can watch anytime.
Wellness Center guides
A complete guide to using Banzai content for lead generation, CTAs, email campaigns, social media, and content calendars.
Banzai's perspective on creating a culture of financial education in your community and why content marketing works.
Configure your Wellness Center
Configure your Wellness Center—customizing branding, collections, featured content, CTAs, offers, and rewards.
Measure impact and share stories
Track usage, measure impact, and report on your Banzai program's performance.
Downloadable Partner Guides (PDF)
Prefer the full picture as a single document? Download either (or both) of these partner-facing PDFs — great for internal training, team onboarding, or sharing with stakeholders at your institution.
A streamlined overview of the Banzai Direct partnership — what's included, how it works, and how to get the most out of it.
A printable PDF version of the full onboarding guide, useful for internal training or onboarding new team members.