Built For Banks
Strengthen Customer Relationships and Retention
Provide your customers with a comprehensive financial wellness platform that extends beyond traditional banking services. By offering budgeting tools, financial education, and personalized guidance, you deepen customer relationships and increase lifetime value while differentiating your bank in a competitive marketplace.Attract and Engage Digital-First Customers
Connect with Millennials and Gen Z customers who expect modern, digital financial solutions. Our self-serve platform aligns with their preferences for autonomy and technology, helping you attract new customers and engage existing ones through valuable financial wellness resources.Build Brand Loyalty with White-Label Solutions
Create deeper connections with customers through a fully branded financial wellness portal. Customize the platform with your bank's logo and colors to create a seamless brand experience that reinforces your commitment to customer financial health and strengthens brand loyalty.Drive Cross-Selling and Revenue Opportunities
Gain valuable insights into customer financial needs through our comprehensive platform. Understand customer goals, challenges, and financial situations to identify opportunities for relevant products and services, from loans to savings accounts, enhancing both customer satisfaction and bank revenue.Features
White Labeling
Brand the Platform as Your Own
Make the financial wellness platform uniquely yours with our White Labeling feature. Easily upload your bank's logo and choose your brand colors to customize the appearance of the platform. By tailoring the aesthetics, you strengthen your brand identity and provide a consistent brand experience to your customers, reinforcing your bank's commitment to their financial well-being.
Apps, Calculators & Decision Support Tools
Comprehensive Financial Tools for Your Customers
Enhance your customers' financial literacy and independence with our extensive range of tools. From budgeting aids to investment calculators, our platform is equipped with everything your customers need to manage their finances effectively. This comprehensive toolkit empowers customers to take an active role in their financial wellness, increasing their engagement and satisfaction with your bank.
Content Library
Ready-to-Use Financial Education Content
Enhance your customer education offering with our expansive library, featuring over 200+ articles and more than 30+ expertly designed courses on key financial topics. Developed by financial education professionals, these resources cover everything from budgeting to investing. With our user-friendly article and course creators, you can effortlessly customize and extend these materials to your customers, providing tailored financial education and boosting your value proposition, all without the extra burden of content creation.
Marketing
Seamless Integration for Optimal Customer Engagement
Ensure smooth customer interaction with our easily embeddable Lead Magnets. You can seamlessly integrate them into your bank's website, offering visitors compelling content that highlights the value of your financial wellness services. This not only enhances the user experience on your website but also helps to turn casual website visitors into engaged customers.
Customer Account Management
Unlimited Customer Accounts with Flexible Access
Provide financial wellness tools to all your customers without limits. Our platform supports unlimited customer accounts, allowing you to scale your financial wellness program as your bank grows. Offer customers flexible access through free trials and paid plans, ensuring every customer can benefit from your financial wellness resources.
