This document discusses how financial institutions can leverage existing channels to generate more revenue through engagement and content marketing. It recommends that institutions: 1) Leverage existing branch and online channels to engage customers in meaningful ways around life events and financial needs. 2) Create and distribute relevant, easy-to-understand content to engage customers and help start dialogues that provide solutions. 3) Deliver content and engage customers around life events when they are more likely to buy, and in a way that connects them with advisors who can help meet their needs.