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  • Writer's pictureEquis Financial

Services Provided by Equis' Creative Team

Did you know that Equis has a team dedicated to helping YOU and your marketing presence? It's true! Our Creative Team is here to provide assistance with your marketing needs.

In this entry, you will learn about some of the services offered by the Creative Team at no charge to you!

Social Media Training:

If you are toying with the thought of creating a social media presence for your business but don't know where to start, our Creative Team can help create a game plan for you. The team understands that social media can be overwhelming and they will work with you on joining social media platforms that will be the most beneficial to your business.

If you already have social media accounts created but are unsure how to customize them to your business, the Creative Team has step-by-step guides located in the Branding Materials Library that walk you through how to use and set up various features on social platforms. For example, you can learn how to set up Facebook Messenger automations, creating Instagram reels, and much more!

Branding Materials Library:

An incredible resource provided by the Creative Team is the Branding Materials Library! This library houses various materials including Equis' logos for agents and managers to use on their marketing materials.

You can also find Equis-branded social media graphics, reels, stories, animated videos, previous event photos, and more!

Click here to check out the Branding Materials Library (also accessible in Training Center).

Keap Websites:

Equis Financial has partnered with Keap, the leading small business customer relationship management (CRM) and automation platform built exclusively to help small businesses save time and grow without the chaos. While there is a monthly fee for Keap, you do not have to pay for hands-on support by Equis' Keap Partner!

Equis' Keap Partner works with you one-on-one to ensure that you are getting the most out of Keap's platform. An added bonus of Keap is the automatic synchronization of your clients from your Equis Dashboard to your Keap Dashboard for easy communication and tracking.

Another perk of using Keap is having landing pages, email templates, and campaigns already created for you by Equis' Creative Team, that you can easily customize to fit your brand!


We hope that this post has introduced you to some of the services that our Creative Team offers. You can reach the Creative Team at


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